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 5-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 | $40,824 | $185,822-78.0% | $169,993-76.0% | $139,434-70.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 25.87% | 60.50%-34.6pp | 53.37%-27.5pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,435 | $7,590-67.9% | $6,785-64.1% | $4,751-48.8% |
| Participant deferral / active EE | $7,692 | $11,622-33.8% | $10,408-26.1% | $6,710+14.6% |
| Admin fee / account holder | $954 | $15,381-93.8% | $12,815-92.6% | $11,403-91.6% |