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 | $37,182 | $117,983-68.5% | $101,794-63.5% | $142,382-73.9% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.2%-14.6pp | 80.1%-25.6pp |
| Annual return | 16.49% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $677 | $2,773-75.6% | $2,289-70.4% | $4,299-84.2% |
| Participant deferral / active EE | $1,952 | $4,714-58.6% | $4,084-52.2% | $6,507-70.0% |
| Admin fee / account holder | $1,820 | $10,433-82.6% | $8,777-79.3% | $12,624-85.6% |