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 | $42,563 | $114,381-62.8% | $107,525-60.4% | $142,382-70.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 19.73% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,021 | $4,015-74.6% | $3,754-72.8% | $4,299-76.3% |
| Participant deferral / active EE | $3,123 | $5,564-43.9% | $5,116-39.0% | $6,507-52.0% |
| Admin fee / account holder | $1,525 | $9,860-84.5% | $8,919-82.9% | $12,624-87.9% |