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 | $65,008 | $49,177+32.2% | $79,464-18.2% | $64,186+1.3% |
| Participation rate | 46.2% | 65.0%-18.9pp | 73.3%-27.2pp | 69.6%-23.4pp |
| Annual return | 8.04% | -1.16%+9.2pp | 718.14%-710.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,179 | $2,076-43.2% | $2,800-57.9% | $2,381-50.5% |
| Participant deferral / active EE | $2,203 | $2,821-21.9% | $3,704-40.5% | $3,470-36.5% |
| Admin fee / account holder | $569 | $3,839-85.2% | $5,113-88.9% | $4,888-88.4% |