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 | $55,190 | $107,334-48.6% | $92,893-40.6% | $152,861-63.9% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 20.48% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,917 | $4,221-54.6% | $3,653-47.5% | $4,762-59.8% |
| Participant deferral / active EE | $4,047 | $4,845-16.5% | $4,236-4.5% | $5,850-30.8% |
| Admin fee / account holder | $2,612 | $7,079-63.1% | $5,794-54.9% | $11,596-77.5% |