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 | $39,064 | $110,261-64.6% | $95,745-59.2% | $139,434-72.0% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 15.86% | 27.11%-11.2pp | 28.35%-12.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $875 | $3,257-73.2% | $2,835-69.1% | $4,751-81.6% |
| Participant deferral / active EE | $1,616 | $4,676-65.4% | $4,245-61.9% | $6,710-75.9% |
| Admin fee / account holder | $2,151 | $6,613-67.5% | $5,678-62.1% | $11,403-81.1% |