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 | $80,542 | $73,933+8.9% | $96,683-16.7% | $75,163+7.2% |
| Participation rate | 28.6% | 66.4%-37.9pp | 74.3%-45.8pp | 67.2%-38.6pp |
| Annual return | 15.25% | 26.70%-11.5pp | 35.69%-20.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $956 | $2,928-67.4% | $3,737-74.4% | $2,670-64.2% |
| Participant deferral / active EE | $2,879 | $3,659-21.3% | $4,878-41.0% | $4,125-30.2% |
| Admin fee / account holder | $1,014 | $5,216-80.6% | $6,730-84.9% | $5,651-82.1% |