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 | $30,357 | $111,754-72.8% | $103,333-70.6% | $145,922-79.2% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 11.00% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,905 | $4,212-54.8% | $3,868-50.7% | $4,660-59.1% |
| Participant deferral / active EE | $3,946 | $5,619-29.8% | $5,057-22.0% | $6,688-41.0% |
| Admin fee / account holder | $3,756 | $9,750-61.5% | $8,355-55.0% | $13,397-72.0% |