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 8-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 | $66,372 | $82,032-19.1% | $123,104-46.1% | $59,632+11.3% |
| Participation rate | 67.6% | 83.2%-15.6pp | 86.8%-19.1pp | 68.7%-1.0pp |
| Annual return | 0.91% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,263 | $3,297-61.7% | $5,151-75.5% | $2,203-42.7% |
| Participant deferral / active EE | $4,576 | $4,667-1.9% | $6,230-26.5% | $3,192+43.4% |
| Admin fee / account holder | $10,338 | $5,881+75.8% | $9,015+14.7% | $4,297+140.6% |