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 | $40,340 | $50,958-20.8% | $74,550-45.9% | $64,186-37.2% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.1%-5.5pp | 69.6%-5.9pp |
| Annual return | -5.29% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,147 | $1,115+92.5% | $1,961+9.5% | $2,381-9.8% |
| Participant deferral / active EE | $3,968 | $2,301+72.4% | $3,108+27.7% | $3,470+14.4% |
| Admin fee / account holder | $529 | $4,223-87.5% | $5,060-89.6% | $4,888-89.2% |