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 | $45,043 | $117,983-61.8% | $101,794-55.8% | $142,382-68.4% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 16.73% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $595 | $2,773-78.5% | $2,289-74.0% | $4,299-86.2% |
| Participant deferral / active EE | $1,560 | $4,714-66.9% | $4,084-61.8% | $6,507-76.0% |
| Admin fee / account holder | $1,133 | $10,433-89.1% | $8,777-87.1% | $12,624-91.0% |