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 | $35,356 | $86,286-59.0% | $111,297-68.2% | $85,850-58.8% |
| Participation rate | 6.7% | 73.3%-66.7pp | 77.3%-70.6pp | 69.3%-62.6pp |
| Annual return | 15.72% | 19.99%-4.3pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,133 | $2,043-44.5% | $2,731-58.5% | $2,565-55.8% |
| Participant deferral / active EE | $2,302 | $3,641-36.8% | $4,487-48.7% | $3,952-41.7% |
| Admin fee / account holder | $3,188 | $8,188-61.1% | $7,964-60.0% | $6,260-49.1% |