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 | $39,010 | $165,335-76.4% | $149,696-73.9% | $158,922-75.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 21.31% | 348.15%-326.8pp | 276.60%-255.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,865 | $5,103-63.5% | $4,644-59.9% | $4,761-60.8% |
| Participant deferral / active EE | $3,770 | $7,181-47.5% | $6,842-44.9% | $5,982-37.0% |
| Admin fee / account holder | $3,445 | $10,807-68.1% | $9,309-63.0% | $11,246-69.4% |