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 | $58,246 | $124,281-53.1% | $109,143-46.6% | $167,490-65.2% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.9%-14.8pp | 82.1%-21.0pp |
| Annual return | 17.23% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,664 | $4,207-60.5% | $3,722-55.3% | $4,837-65.6% |
| Participant deferral / active EE | $4,971 | $5,255-5.4% | $4,653+6.8% | $6,341-21.6% |
| Admin fee / account holder | $3,897 | $7,970-51.1% | $6,752-42.3% | $12,309-68.3% |