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 | $21,611 | $73,933-70.8% | $96,683-77.6% | $75,163-71.2% |
| Participation rate | 62.4% | 66.4%-4.1pp | 74.3%-12.0pp | 67.2%-4.8pp |
| Annual return | 19.83% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,667 | $2,928-43.1% | $3,737-55.4% | $2,670-37.6% |
| Participant deferral / active EE | $2,516 | $3,659-31.2% | $4,878-48.4% | $4,125-39.0% |
| Admin fee / account holder | $3,056 | $5,216-41.4% | $6,730-54.6% | $5,651-45.9% |