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 | $37,381 | $217,402-82.8% | $185,823-79.9% | $167,490-77.7% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 24.55% | 148.36%-123.8pp | 122.05%-97.5pp | 478.56%-454.0pp |
| Employer contribution / active EE | $1,403 | $5,873-76.1% | $5,167-72.8% | $4,837-71.0% |
| Participant deferral / active EE | $3,175 | $6,356-50.0% | $5,568-43.0% | $6,341-49.9% |
| Admin fee / account holder | $691 | $19,811-96.5% | $16,237-95.7% | $12,309-94.4% |