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 | $64,296 | $76,367-15.8% | $93,606-31.3% | $72,985-11.9% |
| Participation rate | 65.7% | 71.7%-6.1pp | 75.8%-10.2pp | 69.5%-3.8pp |
| Annual return | 19.71% | 25.82%-6.1pp | 32.76%-13.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $954 | $2,275-58.1% | $2,718-64.9% | $2,440-60.9% |
| Participant deferral / active EE | $3,150 | $3,538-11.0% | $4,069-22.6% | $3,607-12.7% |
| Admin fee / account holder | $4,526 | $6,838-33.8% | $7,888-42.6% | $5,124-11.7% |