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 | $46,934 | $217,402-78.4% | $185,823-74.7% | $167,490-72.0% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 11.00% | 148.36%-137.4pp | 122.05%-111.0pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,485 | $5,873-74.7% | $5,167-71.3% | $4,837-69.3% |
| Participant deferral / active EE | $3,294 | $6,356-48.2% | $5,568-40.8% | $6,341-48.1% |
| Admin fee / account holder | $4,877 | $19,811-75.4% | $16,237-70.0% | $12,309-60.4% |