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 | $47,942 | $110,257-56.5% | $96,544-50.3% | $139,434-65.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 18.59% | 26.32%-7.7pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,602 | $3,620-55.7% | $2,965-46.0% | $4,751-66.3% |
| Participant deferral / active EE | $3,246 | $5,548-41.5% | $4,851-33.1% | $6,710-51.6% |
| Admin fee / account holder | $3,630 | $11,591-68.7% | $8,252-56.0% | $11,403-68.2% |