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 | $27,459 | $102,616-73.2% | $81,983-66.5% | $158,922-82.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 10.01% | 61.04%-51.0pp | 41.31%-31.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,033 | $3,240-68.1% | $2,498-58.7% | $4,761-78.3% |
| Participant deferral / active EE | $1,643 | $4,648-64.6% | $3,722-55.9% | $5,982-72.5% |
| Admin fee / account holder | $4,287 | $8,235-47.9% | $5,664-24.3% | $11,246-61.9% |