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 8-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 | $29,420 | $77,813-62.2% | $123,544-76.2% | $64,186-54.2% |
| Participation rate | 68.5% | 74.7%-6.2pp | 82.3%-13.8pp | 69.6%-1.0pp |
| Annual return | 89.08% | 12.48%+76.6pp | 119.20%-30.1pp | 7.63%+81.5pp |
| Employer contribution / active EE | $3,815 | $3,014+26.6% | $4,628-17.6% | $2,381+60.2% |
| Participant deferral / active EE | $7,160 | $5,240+36.7% | $6,426+11.4% | $3,470+106.4% |
| Admin fee / account holder | $2,279 | $5,519-58.7% | $9,284-75.5% | $4,888-53.4% |