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 | $34,470 | $228,332-84.9% | $185,823-81.4% | $158,922-78.3% |
| Participation rate | 27.8% | 82.3%-54.5pp | 78.0%-50.3pp | 82.0%-54.2pp |
| Annual return | 63.20% | 40.80%+22.4pp | 35.95%+27.2pp | 302.83%-239.6pp |
| Employer contribution / active EE | $766 | $4,967-84.6% | $4,087-81.3% | $4,761-83.9% |
| Participant deferral / active EE | $3,524 | $6,415-45.1% | $5,632-37.4% | $5,982-41.1% |
| Admin fee / account holder | $860 | $11,864-92.8% | $9,500-91.0% | $11,246-92.4% |