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 | $54,719 | $201,272-72.8% | $184,203-70.3% | $145,922-62.5% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 14.64% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,075 | $7,022-70.4% | $6,427-67.7% | $4,660-55.5% |
| Participant deferral / active EE | $4,368 | $9,806-55.5% | $9,131-52.2% | $6,688-34.7% |
| Admin fee / account holder | $3,526 | $16,364-78.5% | $13,901-74.6% | $13,397-73.7% |