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 | $35,590 | $111,535-68.1% | $105,223-66.2% | $137,256-74.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 22.65% | 237.85%-215.2pp | 180.65%-158.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,464 | $3,939-62.8% | $3,689-60.3% | $4,156-64.8% |
| Participant deferral / active EE | $7,436 | $5,500+35.2% | $5,072+46.6% | $6,407+16.1% |
| Admin fee / account holder | $399 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |