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 | $89,976 | $100,754-10.7% | $86,677+3.8% | $134,475-33.1% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -14.59% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,333 | $3,489-33.1% | $2,836-17.8% | $4,740-50.8% |
| Participant deferral / active EE | $4,213 | $5,338-21.1% | $4,656-9.5% | $6,400-34.2% |
| Admin fee / account holder | $6,912 | $10,926-36.7% | $7,493-7.8% | $11,426-39.5% |