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 | $23,303 | $107,452-78.3% | $91,541-74.5% | $142,382-83.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 17.45% | 22.06%-4.6pp | 20.50%-3.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,184 | $2,994-60.5% | $2,505-52.7% | $4,299-72.5% |
| Participant deferral / active EE | $1,462 | $4,754-69.2% | $4,008-63.5% | $6,507-77.5% |
| Admin fee / account holder | $3,787 | $8,834-57.1% | $6,956-45.6% | $12,624-70.0% |