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 | $120,416 | $78,694+53.0% | $67,652+78.0% | $125,391-4.0% |
| Participation rate | 40.0% | 78.8%-38.8pp | 75.7%-35.7pp | 83.2%-43.2pp |
| Annual return | -1.13% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,028 | $4,292-6.1% | $3,560+13.2% | $5,352-24.7% |
| Admin fee / account holder | $5,799 | $7,403-21.7% | $4,821+20.3% | $9,540-39.2% |