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 7-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 | $45,705 | $114,381-60.0% | $107,525-57.5% | $142,382-67.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 17.23% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $870 | $4,015-78.3% | $3,754-76.8% | $4,299-79.8% |
| Participant deferral / active EE | $2,175 | $5,564-60.9% | $5,116-57.5% | $6,507-66.6% |
| Admin fee / account holder | $494 | $9,860-95.0% | $8,919-94.5% | $12,624-96.1% |