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 | $114,381-68.9% | $107,525-66.9% | $142,382-75.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 22.65% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,464 | $4,015-63.5% | $3,754-61.0% | $4,299-65.9% |
| Participant deferral / active EE | $7,436 | $5,564+33.6% | $5,116+45.4% | $6,507+14.3% |
| Admin fee / account holder | $399 | $9,860-96.0% | $8,919-95.5% | $12,624-96.8% |