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 | $46,697 | $73,933-36.8% | $96,683-51.7% | $75,163-37.9% |
| Participation rate | 30.1% | 66.4%-36.3pp | 74.3%-44.2pp | 67.2%-37.1pp |
| Annual return | 34.67% | 26.70%+8.0pp | 35.69%-1.0pp | 160.62%-125.9pp |
| Employer contribution / active EE | $1,122 | $2,928-61.7% | $3,737-70.0% | $2,670-58.0% |
| Participant deferral / active EE | $2,893 | $3,659-20.9% | $4,878-40.7% | $4,125-29.9% |
| Admin fee / account holder | $2,042 | $5,216-60.9% | $6,730-69.7% | $5,651-63.9% |