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 | $51,738 | $110,261-53.1% | $95,745-46.0% | $139,434-62.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 25.90% | 27.11%-1.2pp | 28.35%-2.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,126 | $3,257-34.7% | $2,835-25.0% | $4,751-55.2% |
| Participant deferral / active EE | $18,000 | $4,676+285.0% | $4,245+324.1% | $6,710+168.2% |
| Admin fee / account holder | $3,332 | $6,613-49.6% | $5,678-41.3% | $11,403-70.8% |