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 | $22,613 | $61,605-63.3% | $112,229-79.9% | $75,163-69.9% |
| Participation rate | 58.8% | 61.7%-2.9pp | 72.4%-13.6pp | 67.2%-8.4pp |
| Annual return | 25.68% | 28.47%-2.8pp | 30.20%-4.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $2,644 | $2,015+31.2% | $3,430-22.9% | $2,670-1.0% |
| Participant deferral / active EE | $7,179 | $3,108+131.0% | $4,798+49.6% | $4,125+74.0% |
| Admin fee / account holder | $10,399 | $4,862+113.9% | $7,748+34.2% | $5,651+84.0% |