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 | $57,418 | $124,281-53.8% | $109,143-47.4% | $167,490-65.7% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 13.05% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,488 | $4,207-64.6% | $3,722-60.0% | $4,837-69.2% |
| Participant deferral / active EE | $3,034 | $5,255-42.3% | $4,653-34.8% | $6,341-52.2% |
| Admin fee / account holder | $513 | $7,970-93.6% | $6,752-92.4% | $12,309-95.8% |