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 7-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 | $38,782 | $155,788-75.1% | $124,672-68.9% | $167,490-76.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 74.6%-14.6pp | 82.1%-22.1pp |
| Annual return | 16.60% | 17.97%-1.4pp | 5142.93%-5126.3pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,940 | $4,163-53.4% | $3,324-41.6% | $4,837-59.9% |
| Participant deferral / active EE | $8,745 | $5,673+54.1% | $4,614+89.5% | $6,341+37.9% |
| Admin fee / account holder | $5,552 | $9,531-41.7% | $7,493-25.9% | $12,309-54.9% |