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 | $21,409 | $124,281-82.8% | $109,143-80.4% | $167,490-87.2% |
| Participation rate | 47.4% | 79.4%-32.1pp | 75.9%-28.5pp | 82.1%-34.7pp |
| Annual return | 16.71% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,090 | $4,207-74.1% | $3,722-70.7% | $4,837-77.5% |
| Participant deferral / active EE | $2,166 | $5,255-58.8% | $4,653-53.5% | $6,341-65.8% |
| Admin fee / account holder | $1,392 | $7,970-82.5% | $6,752-79.4% | $12,309-88.7% |