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 | $61,736 | $106,515-42.0% | $96,683-36.1% | $139,434-55.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 23.34% | 38.43%-15.1pp | 35.69%-12.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $3,311 | $4,103-19.3% | $3,737-11.4% | $4,751-30.3% |
| Participant deferral / active EE | $4,846 | $5,454-11.1% | $4,878-0.7% | $6,710-27.8% |
| Admin fee / account holder | $816 | $7,877-89.6% | $6,730-87.9% | $11,403-92.8% |