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 | $25,707 | $157,256-83.7% | $141,162-81.8% | $152,861-83.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 29.71% | 64.32%-34.6pp | 71.39%-41.7pp | 345.32%-315.6pp |
| Employer contribution / active EE | $3,584 | $5,261-31.9% | $4,735-24.3% | $4,762-24.7% |
| Participant deferral / active EE | $14,257 | $7,109+100.5% | $6,709+112.5% | $5,850+143.7% |
| Admin fee / account holder | $28,398 | $12,120+134.3% | $10,261+176.8% | $11,596+144.9% |