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 | $23,940 | $169,032-85.8% | $129,207-81.5% | $145,922-83.6% |
| Participation rate | 36.4% | 76.4%-40.1pp | 69.6%-33.2pp | 80.3%-43.9pp |
| Annual return | 13.56% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $458 | $5,537-91.7% | $4,153-89.0% | $4,660-90.2% |
| Participant deferral / active EE | $1,189 | $4,987-76.2% | $4,168-71.5% | $6,688-82.2% |
| Admin fee / account holder | $2,991 | $9,954-70.0% | $7,715-61.2% | $13,397-77.7% |