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 | $46,660 | $169,032-72.4% | $129,207-63.9% | $145,922-68.0% |
| Participation rate | 47.8% | 76.4%-28.6pp | 69.6%-21.8pp | 80.3%-32.5pp |
| Annual return | 12.57% | 14330.11%-14317.5pp | 9417.33%-9404.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $730 | $5,537-86.8% | $4,153-82.4% | $4,660-84.3% |
| Participant deferral / active EE | $2,753 | $4,987-44.8% | $4,168-33.9% | $6,688-58.8% |
| Admin fee / account holder | $1,292 | $9,954-87.0% | $7,715-83.3% | $13,397-90.4% |