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 | $21,300 | $124,281-82.9% | $109,143-80.5% | $167,490-87.3% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.9%-40.9pp | 82.1%-47.1pp |
| Annual return | 15.00% | 26.04%-11.0pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,367 | $4,207-67.5% | $3,722-63.3% | $4,837-71.7% |
| Participant deferral / active EE | $2,814 | $5,255-46.5% | $4,653-39.5% | $6,341-55.6% |
| Admin fee / account holder | $668 | $7,970-91.6% | $6,752-90.1% | $12,309-94.6% |