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 | $38,769 | $124,319-68.8% | $111,297-65.2% | $167,490-76.9% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 16.60% | 37.44%-20.8pp | 54.65%-38.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,933 | $3,435-43.7% | $2,731-29.2% | $4,837-60.0% |
| Participant deferral / active EE | $3,290 | $5,180-36.5% | $4,487-26.7% | $6,341-48.1% |
| Admin fee / account holder | $372 | $10,618-96.5% | $7,964-95.3% | $12,309-97.0% |