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 | $130,348 | $99,032+31.6% | $80,019+62.9% | $135,375-3.7% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -6.86% | 15.39%-22.2pp | 11.22%-18.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,097 | $3,043-63.9% | $2,468-55.5% | $4,779-77.0% |
| Participant deferral / active EE | $4,990 | $4,282+16.5% | $3,686+35.4% | $5,609-11.0% |
| Admin fee / account holder | $4,848 | $10,436-53.5% | $6,521-25.7% | $10,827-55.2% |