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 | $82,726 | $106,515-22.3% | $96,683-14.4% | $139,434-40.7% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 21.10% | 38.43%-17.3pp | 35.69%-14.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,373 | $4,103-42.2% | $3,737-36.5% | $4,751-50.1% |
| Participant deferral / active EE | $3,740 | $5,454-31.4% | $4,878-23.3% | $6,710-44.3% |
| Admin fee / account holder | $1,633 | $7,877-79.3% | $6,730-75.7% | $11,403-85.7% |