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 | $10,374 | $97,125-89.3% | $86,233-88.0% | $137,256-92.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 27.88% | 74.19%-46.3pp | 61.39%-33.5pp | 220.34%-192.5pp |
| Employer contribution / active EE | $2,074 | $2,841-27.0% | $2,504-17.2% | $4,156-50.1% |
| Participant deferral / active EE | $2,822 | $5,180-45.5% | $4,559-38.1% | $6,407-56.0% |
| Admin fee / account holder | $35,113 | $9,725+261.1% | $8,342+320.9% | $12,270+186.2% |