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 | $24,374 | $165,335-85.3% | $149,696-83.7% | $158,922-84.7% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 32.67% | 348.15%-315.5pp | 276.60%-243.9pp | 302.83%-270.2pp |
| Employer contribution / active EE | $962 | $5,103-81.2% | $4,644-79.3% | $4,761-79.8% |
| Participant deferral / active EE | $3,500 | $7,181-51.3% | $6,842-48.8% | $5,982-41.5% |
| Admin fee / account holder | $1,840 | $10,807-83.0% | $9,309-80.2% | $11,246-83.6% |