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 9-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 | $48,456 | $117,983-58.9% | $101,794-52.4% | $142,382-66.0% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.2%-37.6pp | 80.1%-48.5pp |
| Annual return | 16.54% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $577 | $2,773-79.2% | $2,289-74.8% | $4,299-86.6% |
| Participant deferral / active EE | $3,354 | $4,714-28.8% | $4,084-17.9% | $6,507-48.5% |
| Admin fee / account holder | $4,366 | $10,433-58.2% | $8,777-50.3% | $12,624-65.4% |