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 | $39,001 | $32,037+21.7% | $69,182-43.6% | $62,891-38.0% |
| Participation rate | 52.8% | 43.4%+9.4pp | 55.1%-2.3pp | 69.3%-16.5pp |
| Annual return | 9.88% | 15.16%-5.3pp | -21.93%+31.8pp | 20.14%-10.3pp |
| Employer contribution / active EE | $708 | $679+4.3% | $1,206-41.3% | $2,281-68.9% |
| Participant deferral / active EE | $1,844 | $1,185+55.6% | $1,897-2.8% | $3,203-42.4% |
| Admin fee / account holder | $2,162 | $2,608-17.1% | $2,697-19.8% | $4,296-49.7% |