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 | $50,810 | $54,705-7.1% | $71,209-28.6% | $84,808-40.1% |
| Participation rate | 36.4% | 64.1%-27.7pp | 73.8%-37.4pp | 68.3%-31.9pp |
| Annual return | 20.82% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $769 | $2,158-64.4% | $2,721-71.7% | $2,631-70.8% |
| Participant deferral / active EE | $2,044 | $3,030-32.6% | $4,175-51.1% | $4,212-51.5% |
| Admin fee / account holder | $4,005 | $4,863-17.6% | $5,349-25.1% | $7,344-45.5% |