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 | $77,374 | $115,770-33.2% | $101,248-23.6% | $158,922-51.3% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 14.63% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $894 | $4,175-78.6% | $3,660-75.6% | $4,761-81.2% |
| Participant deferral / active EE | $4,634 | $4,957-6.5% | $4,370+6.0% | $5,982-22.5% |
| Admin fee / account holder | $1,445 | $7,245-80.1% | $5,945-75.7% | $11,246-87.2% |