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 9-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 | $35,812 | $93,571-61.7% | $135,903-73.6% | $75,163-52.4% |
| Participation rate | 63.6% | 75.2%-11.5pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 25.96% | 30.90%-4.9pp | 68.23%-42.3pp | 160.62%-134.7pp |
| Employer contribution / active EE | $2,410 | $3,537-31.9% | $4,856-50.4% | $2,670-9.7% |
| Participant deferral / active EE | $5,691 | $6,404-11.1% | $7,758-26.6% | $4,125+38.0% |
| Admin fee / account holder | $2,683 | $6,975-61.5% | $10,762-75.1% | $5,651-52.5% |