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 | $58,244 | $114,381-49.1% | $107,525-45.8% | $142,382-59.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.58% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,845 | $4,015-54.0% | $3,754-50.9% | $4,299-57.1% |
| Participant deferral / active EE | $2,710 | $5,564-51.3% | $5,116-47.0% | $6,507-58.4% |
| Admin fee / account holder | $6,863 | $9,860-30.4% | $8,919-23.1% | $12,624-45.6% |