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 | $28,751 | $105,126-72.7% | $94,646-69.6% | $139,434-79.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 37.56% | 38.03%-0.5pp | 156.71%-119.2pp | 372.94%-335.4pp |
| Employer contribution / active EE | $2,211 | $4,106-46.2% | $3,672-39.8% | $4,751-53.5% |
| Participant deferral / active EE | $6,221 | $7,599-18.1% | $7,418-16.1% | $6,710-7.3% |
| Admin fee / account holder | $6,958 | $8,984-22.5% | $7,231-3.8% | $11,403-39.0% |