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 | $99,534 | $148,534-33.0% | $135,903-26.8% | $139,434-28.6% |
| Participation rate | 35.0% | 83.9%-48.9pp | 81.9%-46.9pp | 80.3%-45.3pp |
| Annual return | 13.43% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,380 | $8,100-58.3% | $7,758-56.4% | $6,710-49.6% |
| Admin fee / account holder | $18,953 | $12,400+52.8% | $10,762+76.1% | $11,403+66.2% |