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 9-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 | $44,552 | $127,264-65.0% | $109,895-59.5% | $167,490-73.4% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.2%-36.1pp | 82.1%-44.0pp |
| Annual return | 14.88% | 22.97%-8.1pp | 29.45%-14.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $852 | $3,322-74.4% | $2,842-70.0% | $4,837-82.4% |
| Participant deferral / active EE | $2,096 | $4,514-53.6% | $4,048-48.2% | $6,341-67.0% |
| Admin fee / account holder | $10,028 | $7,114+41.0% | $6,066+65.3% | $12,309-18.5% |