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 | $45,361 | $95,266-52.4% | $82,389-44.9% | $142,382-68.1% |
| Participation rate | 26.1% | 74.5%-48.4pp | 69.5%-43.5pp | 80.1%-54.0pp |
| Annual return | 18.88% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $919 | $2,991-69.3% | $2,517-63.5% | $4,299-78.6% |
| Participant deferral / active EE | $1,357 | $4,809-71.8% | $4,155-67.3% | $6,507-79.1% |
| Admin fee / account holder | $3,708 | $8,563-56.7% | $7,231-48.7% | $12,624-70.6% |