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 | $25,622 | $77,899-67.1% | $149,673-82.9% | $75,163-65.9% |
| Participation rate | 59.2% | 65.6%-6.4pp | 78.8%-19.6pp | 67.2%-8.0pp |
| Annual return | 36.43% | 31.72%+4.7pp | 134.42%-98.0pp | 160.62%-124.2pp |
| Employer contribution / active EE | $2,308 | $3,137-26.5% | $4,818-52.1% | $2,670-13.6% |
| Participant deferral / active EE | $3,939 | $3,411+15.5% | $5,680-30.7% | $4,125-4.5% |
| Admin fee / account holder | $6,980 | $5,956+17.2% | $13,210-47.2% | $5,651+23.5% |