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 | $55,171 | $124,425-55.7% | $112,040-50.8% | $137,256-59.8% |
| Participation rate | 47.4% | 79.3%-31.9pp | 76.5%-29.1pp | 80.0%-32.6pp |
| Annual return | 17.79% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,201 | $3,411-64.8% | $2,954-59.3% | $4,156-71.1% |
| Participant deferral / active EE | $2,951 | $5,718-48.4% | $5,098-42.1% | $6,407-53.9% |
| Admin fee / account holder | $5,617 | $15,207-63.1% | $12,098-53.6% | $12,270-54.2% |