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 8-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 | $142,932 | $45,863+211.6% | $77,024+85.6% | $68,494+108.7% |
| Participation rate | 68.1% | 55.9%+12.2pp | 67.9%+0.2pp | 67.9%+0.2pp |
| Annual return | -16.31% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,294 | $2,962+78.7% | $4,426+19.6% | $4,027+31.5% |
| Admin fee / account holder | $963 | $3,041-68.3% | $5,425-82.2% | $5,403-82.2% |