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 | $31,564 | $87,013-63.7% | $106,213-70.3% | $80,856-61.0% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.3%-6.2pp | 67.6%+1.4pp |
| Annual return | 25.43% | 17.05%+8.4pp | 116.14%-90.7pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,249 | $2,395-6.1% | $3,171-29.1% | $2,755-18.4% |
| Participant deferral / active EE | $4,419 | $3,986+10.9% | $5,016-11.9% | $4,296+2.9% |
| Admin fee / account holder | $387 | $8,431-95.4% | $11,033-96.5% | $6,918-94.4% |