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 | $33,315 | $104,974-68.3% | $95,585-65.1% | $142,382-76.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 19.44% | 210.33%-190.9pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $647 | $2,779-76.7% | $2,527-74.4% | $4,299-85.0% |
| Participant deferral / active EE | $3,566 | $4,352-18.1% | $4,023-11.4% | $6,507-45.2% |
| Admin fee / account holder | $2,504 | $6,386-60.8% | $6,127-59.1% | $12,624-80.2% |