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 | $78,187 | $65,703+19.0% | $94,224-17.0% | $59,632+31.1% |
| Participation rate | 68.3% | 72.1%-3.8pp | 78.8%-10.4pp | 68.7%-0.3pp |
| Annual return | -0.08% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $477 | $2,021-76.4% | $3,587-86.7% | $2,203-78.3% |
| Participant deferral / active EE | $3,402 | $3,143+8.2% | $4,320-21.3% | $3,192+6.6% |
| Admin fee / account holder | $949 | $4,264-77.7% | $6,269-84.9% | $4,297-77.9% |