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 7-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 | $33,784 | $124,281-72.8% | $109,143-69.0% | $167,490-79.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 22.40% | 26.04%-3.6pp | 25.75%-3.3pp | 478.56%-456.2pp |
| Employer contribution / active EE | $809 | $4,207-80.8% | $3,722-78.3% | $4,837-83.3% |
| Participant deferral / active EE | $3,418 | $5,255-35.0% | $4,653-26.6% | $6,341-46.1% |
| Admin fee / account holder | $1,568 | $7,970-80.3% | $6,752-76.8% | $12,309-87.3% |