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 | $28,988 | $93,571-69.0% | $135,903-78.7% | $75,163-61.4% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 26.14% | 30.90%-4.8pp | 68.23%-42.1pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,477 | $3,537-30.0% | $4,856-49.0% | $2,670-7.2% |
| Participant deferral / active EE | $5,378 | $6,404-16.0% | $7,758-30.7% | $4,125+30.4% |
| Admin fee / account holder | $1,996 | $6,975-71.4% | $10,762-81.5% | $5,651-64.7% |