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 | $57,887 | $45,566+27.0% | $64,105-9.7% | $59,632-2.9% |
| Participation rate | 62.2% | 60.2%+2.1pp | 68.2%-5.9pp | 68.7%-6.4pp |
| Annual return | -0.15% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,622 | $934+73.7% | $1,820-10.9% | $2,203-26.4% |
| Participant deferral / active EE | $3,274 | $2,057+59.2% | $2,822+16.0% | $3,192+2.6% |
| Admin fee / account holder | $1,955 | $3,268-40.2% | $4,499-56.6% | $4,297-54.5% |