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 | $66,101 | $57,354+15.3% | $83,848-21.2% | $64,186+3.0% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -8.24% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $5,263 | $2,545+106.8% | $3,631+44.9% | $2,381+121.0% |
| Participant deferral / active EE | $4,898 | $2,993+63.7% | $4,082+20.0% | $3,470+41.2% |
| Admin fee / account holder | $817 | $4,046-79.8% | $5,478-85.1% | $4,888-83.3% |