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 | $22,146 | $78,672-71.9% | $109,143-79.7% | $85,850-74.2% |
| Participation rate | 67.2% | 68.3%-1.1pp | 75.9%-8.7pp | 69.3%-2.1pp |
| Annual return | 23.94% | 25.09%-1.1pp | 25.75%-1.8pp | 318.53%-294.6pp |
| Employer contribution / active EE | $678 | $2,735-75.2% | $3,722-81.8% | $2,565-73.6% |
| Participant deferral / active EE | $2,729 | $3,467-21.3% | $4,653-41.4% | $3,952-30.9% |
| Admin fee / account holder | $3,080 | $5,469-43.7% | $6,752-54.4% | $6,260-50.8% |