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 | $92,184 | $91,911+0.3% | $68,793+34.0% | $135,375-31.9% |
| Participation rate | 35.7% | 76.7%-41.0pp | 72.2%-36.5pp | 82.6%-46.9pp |
| Annual return | -5.37% | -8.22%+2.8pp | -4.63%-0.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $637 | $3,924-83.8% | $2,625-75.8% | $4,779-86.7% |
| Participant deferral / active EE | $940 | $4,315-78.2% | $3,311-71.6% | $5,609-83.2% |
| Admin fee / account holder | $384 | $9,240-95.8% | $5,131-92.5% | $10,827-96.5% |