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 | $21,954 | $102,616-78.6% | $81,983-73.2% | $158,922-86.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 25.07% | 61.04%-36.0pp | 41.31%-16.2pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,942 | $3,240-9.2% | $2,498+17.8% | $4,761-38.2% |
| Participant deferral / active EE | $7,169 | $4,648+54.2% | $3,722+92.6% | $5,982+19.8% |
| Admin fee / account holder | $3,394 | $8,235-58.8% | $5,664-40.1% | $11,246-69.8% |