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 | $37,896 | $73,933-48.7% | $96,683-60.8% | $75,163-49.6% |
| Participation rate | 48.3% | 66.4%-18.1pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 18.69% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,111 | $2,928-62.0% | $3,737-70.3% | $2,670-58.4% |
| Participant deferral / active EE | $3,353 | $3,659-8.4% | $4,878-31.3% | $4,125-18.7% |
| Admin fee / account holder | $2,111 | $5,216-59.5% | $6,730-68.6% | $5,651-62.6% |