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 | $24,670 | $157,256-84.3% | $141,162-82.5% | $152,861-83.9% |
| Participation rate | 35.3% | 84.8%-49.5pp | 82.5%-47.2pp | 82.4%-47.2pp |
| Annual return | 28.81% | 64.32%-35.5pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,648 | $5,261-68.7% | $4,735-65.2% | $4,762-65.4% |
| Participant deferral / active EE | $4,591 | $7,109-35.4% | $6,709-31.6% | $5,850-21.5% |
| Admin fee / account holder | $3,630 | $12,120-70.1% | $10,261-64.6% | $11,596-68.7% |