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 | $127,065-56.6% | $113,168-51.2% | $142,382-61.3% |
| Participation rate | 47.4% | 79.2%-31.8pp | 76.6%-29.2pp | 80.1%-32.8pp |
| Annual return | 17.79% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,201 | $3,442-65.1% | $2,975-59.6% | $4,299-72.1% |
| Participant deferral / active EE | $2,951 | $5,716-48.4% | $5,107-42.2% | $6,507-54.6% |
| Admin fee / account holder | $5,617 | $15,736-64.3% | $12,068-53.5% | $12,624-55.5% |