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 6-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 | $21,334 | $70,475-69.7% | $100,516-78.8% | $79,858-73.3% |
| Participation rate | 63.8% | 73.7%-9.8pp | 79.4%-15.6pp | 69.6%-5.8pp |
| Annual return | 45.85% | 21.90%+24.0pp | 30.89%+15.0pp | 31.71%+14.1pp |
| Employer contribution / active EE | $2,821 | $2,165+30.3% | $3,418-17.4% | $2,471+14.2% |
| Participant deferral / active EE | $4,126 | $5,181-20.4% | $6,270-34.2% | $3,740+10.3% |
| Admin fee / account holder | $1,599 | $4,478-64.3% | $8,081-80.2% | $5,306-69.9% |