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 | $49,677 | $202,318-75.4% | $172,739-71.2% | $152,861-67.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 15.08% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,304 | $5,856-77.7% | $5,143-74.7% | $4,762-72.6% |
| Participant deferral / active EE | $3,411 | $5,948-42.7% | $5,198-34.4% | $5,850-41.7% |
| Admin fee / account holder | $1,617 | $17,109-90.5% | $13,954-88.4% | $11,596-86.1% |