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 | $59,168 | $114,381-48.3% | $107,525-45.0% | $142,382-58.4% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.1%-37.0pp | 80.1%-42.0pp |
| Annual return | 16.18% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,761 | $4,015-56.1% | $3,754-53.1% | $4,299-59.0% |
| Participant deferral / active EE | $2,460 | $5,564-55.8% | $5,116-51.9% | $6,507-62.2% |
| Admin fee / account holder | $3,146 | $9,860-68.1% | $8,919-64.7% | $12,624-75.1% |