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 | $26,844 | $77,419-65.3% | $69,455-61.4% | $152,861-82.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 29.58% | 39.06%-9.5pp | 28.97%+0.6pp | 345.32%-315.7pp |
| Employer contribution / active EE | $3,233 | $3,315-2.5% | $2,779+16.3% | $4,762-32.1% |
| Participant deferral / active EE | $8,803 | $4,414+99.5% | $3,535+149.0% | $5,850+50.5% |
| Admin fee / account holder | $1,471 | $6,207-76.3% | $3,839-61.7% | $11,596-87.3% |