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 | $57,341 | $114,381-49.9% | $107,525-46.7% | $142,382-59.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 19.64% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,526 | $4,015-62.0% | $3,754-59.3% | $4,299-64.5% |
| Participant deferral / active EE | $4,495 | $5,564-19.2% | $5,116-12.1% | $6,507-30.9% |
| Admin fee / account holder | $2,548 | $9,860-74.2% | $8,919-71.4% | $12,624-79.8% |