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 | $30,403 | $73,933-58.9% | $96,683-68.6% | $75,163-59.6% |
| Participation rate | 37.5% | 66.4%-28.9pp | 74.3%-36.8pp | 67.2%-29.7pp |
| Annual return | 17.78% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,124 | $2,928-61.6% | $3,737-69.9% | $2,670-57.9% |
| Participant deferral / active EE | $1,698 | $3,659-53.6% | $4,878-65.2% | $4,125-58.8% |
| Admin fee / account holder | $3,398 | $5,216-34.9% | $6,730-49.5% | $5,651-39.9% |