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 | $36,594 | $159,901-77.1% | $146,958-75.1% | $145,922-74.9% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 26.42% | 98.13%-71.7pp | 418.34%-391.9pp | 561.29%-534.9pp |
| Employer contribution / active EE | $1,295 | $5,286-75.5% | $4,933-73.8% | $4,660-72.2% |
| Participant deferral / active EE | $2,675 | $8,428-68.3% | $8,070-66.9% | $6,688-60.0% |
| Admin fee / account holder | $6,085 | $15,044-59.6% | $12,998-53.2% | $13,397-54.6% |