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 | $34,756 | $149,734-76.8% | $118,925-70.8% | $158,922-78.1% |
| Participation rate | 63.6% | 82.1%-18.4pp | 75.4%-11.7pp | 82.0%-18.3pp |
| Annual return | 38.23% | 19.95%+18.3pp | 35.88%+2.3pp | 302.83%-264.6pp |
| Employer contribution / active EE | $2,256 | $4,115-45.2% | $3,263-30.9% | $4,761-52.6% |
| Participant deferral / active EE | $11,314 | $5,223+116.6% | $4,265+165.3% | $5,982+89.1% |
| Admin fee / account holder | $1,979 | $8,603-77.0% | $6,581-69.9% | $11,246-82.4% |