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 | $46,360 | $106,515-56.5% | $96,683-52.0% | $139,434-66.8% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 16.78% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $847 | $4,103-79.4% | $3,737-77.3% | $4,751-82.2% |
| Participant deferral / active EE | $4,057 | $5,454-25.6% | $4,878-16.8% | $6,710-39.5% |
| Admin fee / account holder | $1,030 | $7,877-86.9% | $6,730-84.7% | $11,403-91.0% |