See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,689 | $45,073+65.7% | $69,455+7.5% | $72,985+2.3% |
| Participation rate | 24.5% | 68.5%-44.0pp | 74.6%-50.1pp | 69.5%-45.0pp |
| Annual return | 17.04% | 22.65%-5.6pp | 28.97%-11.9pp | 81.00%-64.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,349 | $2,602-48.1% | $3,535-61.8% | $3,607-62.6% |
| Admin fee / account holder | $9,873 | $3,056+223.1% | $3,839+157.2% | $5,124+92.7% |