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 | $33,340 | $209,411-84.1% | $178,490-81.3% | $158,922-79.0% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 23.46% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,915 | $5,706-66.4% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $4,727 | $5,954-20.6% | $5,202-9.1% | $5,982-21.0% |
| Admin fee / account holder | $1,562 | $17,074-90.9% | $13,984-88.8% | $11,246-86.1% |