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 9-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 | $89,029 | $69,518+28.1% | $59,878+48.7% | $135,375-34.2% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.7%-16.4pp | 82.6%-24.3pp |
| Annual return | -5.19% | 7.94%-13.1pp | 3.46%-8.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,208 | $3,235-62.6% | $2,722-55.6% | $4,779-74.7% |
| Participant deferral / active EE | $3,407 | $4,206-19.0% | $3,402+0.1% | $5,609-39.3% |
| Admin fee / account holder | $1,214 | $5,734-78.8% | $3,590-66.2% | $10,827-88.8% |