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 | $46,691 | $73,933-36.8% | $96,683-51.7% | $75,163-37.9% |
| Participation rate | 31.0% | 66.4%-35.4pp | 74.3%-43.3pp | 67.2%-36.2pp |
| Annual return | 15.86% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,189 | $2,928-59.4% | $3,737-68.2% | $2,670-55.5% |
| Participant deferral / active EE | $1,636 | $3,659-55.3% | $4,878-66.5% | $4,125-60.3% |
| Admin fee / account holder | $4,001 | $5,216-23.3% | $6,730-40.5% | $5,651-29.2% |