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 | $26,580 | $117,983-77.5% | $101,794-73.9% | $142,382-81.3% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.2%0pp | 80.1%-10.9pp |
| Annual return | 17.69% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,031 | $2,773-62.8% | $2,289-54.9% | $4,299-76.0% |
| Participant deferral / active EE | $1,672 | $4,714-64.5% | $4,084-59.0% | $6,507-74.3% |
| Admin fee / account holder | $5,302 | $10,433-49.2% | $8,777-39.6% | $12,624-58.0% |