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 | $60,173 | $125,758-52.2% | $169,993-64.6% | $75,163-19.9% |
| Participation rate | 62.0% | 83.6%-21.6pp | 87.0%-25.0pp | 67.2%-5.2pp |
| Annual return | 27.58% | 27.20%+0.4pp | 53.37%-25.8pp | 160.62%-133.0pp |
| Employer contribution / active EE | $3,514 | $4,615-23.8% | $6,785-48.2% | $2,670+31.6% |
| Participant deferral / active EE | $11,193 | $6,837+63.7% | $10,408+7.5% | $4,125+171.3% |
| Admin fee / account holder | $9,504 | $8,173+16.3% | $12,815-25.8% | $5,651+68.2% |