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 | $42,683 | $133,922-68.1% | $116,228-63.3% | $142,382-70.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 16.61% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,568 | $3,446-54.5% | $2,994-47.7% | $4,299-63.5% |
| Participant deferral / active EE | $2,022 | $5,672-64.4% | $4,953-59.2% | $6,507-68.9% |
| Admin fee / account holder | $2,777 | $14,945-81.4% | $11,989-76.8% | $12,624-78.0% |