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 | $26,977 | $127,386-78.8% | $115,037-76.5% | $125,391-78.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 30.95% | 31.28%-0.3pp | 26.14%+4.8pp | 282.22%-251.3pp |
| Employer contribution / active EE | $3,080 | $5,166-40.4% | $4,608-33.2% | $4,866-36.7% |
| Participant deferral / active EE | $4,523 | $6,423-29.6% | $6,026-24.9% | $5,352-15.5% |
| Admin fee / account holder | $12,717 | $9,516+33.6% | $8,175+55.6% | $9,540+33.3% |