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 | $241,424 | $227,553+6.1% | $189,557+27.4% | $167,490+44.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 15.87% | 78.40%-62.5pp | 64.17%-48.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,264 | $5,316-76.2% | $4,412-71.4% | $4,837-73.9% |
| Participant deferral / active EE | $8,633 | $7,002+23.3% | $6,174+39.8% | $6,341+36.1% |
| Admin fee / account holder | $2,614 | $11,878-78.0% | $9,807-73.3% | $12,309-78.8% |