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 | $30,508 | $80,717-62.2% | $154,803-80.3% | $84,808-64.0% |
| Participation rate | 32.3% | 66.8%-34.5pp | 78.1%-45.8pp | 68.3%-36.0pp |
| Annual return | 17.45% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $829 | $2,761-70.0% | $4,305-80.7% | $2,631-68.5% |
| Participant deferral / active EE | $1,545 | $3,303-53.2% | $5,540-72.1% | $4,212-63.3% |
| Admin fee / account holder | $5,483 | $6,746-18.7% | $14,329-61.7% | $7,344-25.3% |