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 | $38,409 | $77,813-50.6% | $123,544-68.9% | $64,186-40.2% |
| Participation rate | 62.5% | 74.7%-12.2pp | 82.3%-19.8pp | 69.6%-7.1pp |
| Annual return | -5.99% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,140 | $3,014-29.0% | $4,628-53.8% | $2,381-10.1% |
| Participant deferral / active EE | $4,441 | $5,240-15.2% | $6,426-30.9% | $3,470+28.0% |
| Admin fee / account holder | $1,498 | $5,519-72.9% | $9,284-83.9% | $4,888-69.4% |