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 | $36,093 | $99,877-63.9% | $84,966-57.5% | $145,922-75.3% |
| Participation rate | 52.6% | 74.1%-21.5pp | 67.5%-14.9pp | 80.3%-27.6pp |
| Annual return | 10.65% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $829 | $3,231-74.3% | $2,727-69.6% | $4,660-82.2% |
| Participant deferral / active EE | $1,674 | $5,291-68.4% | $4,519-63.0% | $6,688-75.0% |
| Admin fee / account holder | $4,508 | $7,248-37.8% | $6,149-26.7% | $13,397-66.3% |