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 | $41,978 | $185,200-77.3% | $142,863-70.6% | $167,490-74.9% |
| Participation rate | 69.2% | 78.4%-9.2pp | 71.9%-2.7pp | 82.1%-12.9pp |
| Annual return | 23.06% | 8555.70%-8532.6pp | 5637.54%-5614.5pp | 478.56%-455.5pp |
| Employer contribution / active EE | $1,883 | $5,604-66.4% | $4,144-54.6% | $4,837-61.1% |
| Participant deferral / active EE | $4,356 | $4,494-3.1% | $3,837+13.5% | $6,341-31.3% |
| Admin fee / account holder | $1,821 | $8,031-77.3% | $6,560-72.2% | $12,309-85.2% |