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 | $104,615 | $185,822-43.7% | $169,993-38.5% | $139,434-25.0% |
| Participation rate | 56.5% | 87.8%-31.2pp | 87.0%-30.5pp | 80.3%-23.8pp |
| Annual return | 18.01% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,818 | $7,590-76.1% | $6,785-73.2% | $4,751-61.7% |
| Participant deferral / active EE | $5,067 | $11,622-56.4% | $10,408-51.3% | $6,710-24.5% |
| Admin fee / account holder | $4,565 | $15,381-70.3% | $12,815-64.4% | $11,403-60.0% |