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 7-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 | $37,310 | $124,281-70.0% | $109,143-65.8% | $167,490-77.7% |
| Participation rate | 23.1% | 79.4%-56.4pp | 75.9%-52.8pp | 82.1%-59.0pp |
| Annual return | 13.82% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,295 | $4,207-69.2% | $3,722-65.2% | $4,837-73.2% |
| Participant deferral / active EE | $1,586 | $5,255-69.8% | $4,653-65.9% | $6,341-75.0% |
| Admin fee / account holder | $4,246 | $7,970-46.7% | $6,752-37.1% | $12,309-65.5% |