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 | $94,849 | $45,863+106.8% | $77,024+23.1% | $68,494+38.5% |
| Participation rate | 35.7% | 55.9%-20.2pp | 67.9%-32.2pp | 67.9%-32.2pp |
| Annual return | -18.70% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,439 | $1,650+47.8% | $2,812-13.3% | $2,596-6.1% |
| Participant deferral / active EE | $5,508 | $2,962+85.9% | $4,426+24.4% | $4,027+36.8% |
| Admin fee / account holder | $15,637 | $3,041+414.3% | $5,425+188.2% | $5,403+189.4% |