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 | $124,023 | $77,813+59.4% | $123,544+0.4% | $64,186+93.2% |
| Participation rate | 37.5% | 74.7%-37.2pp | 82.3%-44.8pp | 69.6%-32.1pp |
| Annual return | -4.50% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,845 | $3,014-5.6% | $4,628-38.5% | $2,381+19.5% |
| Participant deferral / active EE | $6,870 | $5,240+31.1% | $6,426+6.9% | $3,470+98.0% |
| Admin fee / account holder | $12,177 | $5,519+120.7% | $9,284+31.2% | $4,888+149.1% |