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 | $34,667 | $106,515-67.5% | $96,683-64.1% | $139,434-75.1% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.1pp |
| Annual return | 20.69% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,195 | $4,103-46.5% | $3,737-41.3% | $4,751-53.8% |
| Participant deferral / active EE | $4,173 | $5,454-23.5% | $4,878-14.5% | $6,710-37.8% |
| Admin fee / account holder | $4,465 | $7,877-43.3% | $6,730-33.7% | $11,403-60.8% |