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 | $25,483 | $106,515-76.1% | $96,683-73.6% | $139,434-81.7% |
| Participation rate | 31.6% | 77.8%-46.3pp | 74.3%-42.8pp | 80.3%-48.7pp |
| Annual return | 13.68% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,133 | $4,103-72.4% | $3,737-69.7% | $4,751-76.2% |
| Participant deferral / active EE | $1,371 | $5,454-74.9% | $4,878-71.9% | $6,710-79.6% |
| Admin fee / account holder | $851 | $7,877-89.2% | $6,730-87.3% | $11,403-92.5% |