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 | $22,924 | $102,616-77.7% | $81,983-72.0% | $158,922-85.6% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 29.30% | 61.04%-31.7pp | 41.31%-12.0pp | 302.83%-273.5pp |
| Employer contribution / active EE | $2,036 | $3,240-37.2% | $2,498-18.5% | $4,761-57.2% |
| Participant deferral / active EE | $7,602 | $4,648+63.5% | $3,722+104.2% | $5,982+27.1% |
| Admin fee / account holder | $385 | $8,235-95.3% | $5,664-93.2% | $11,246-96.6% |