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 | $86,717 | $49,177+76.3% | $79,464+9.1% | $64,186+35.1% |
| Participation rate | 66.1% | 65.0%+1.1pp | 73.3%-7.2pp | 69.6%-3.4pp |
| Annual return | -7.40% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $384 | $2,076-81.5% | $2,800-86.3% | $2,381-83.9% |
| Participant deferral / active EE | $1,984 | $2,821-29.7% | $3,704-46.4% | $3,470-42.8% |
| Admin fee / account holder | $1,724 | $3,839-55.1% | $5,113-66.3% | $4,888-64.7% |