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 | $81,223 | $49,177+65.2% | $79,464+2.2% | $64,186+26.5% |
| Participation rate | 63.5% | 65.0%-1.6pp | 73.3%-9.9pp | 69.6%-6.1pp |
| Annual return | -3.11% | -1.16%-2.0pp | 718.14%-721.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,779 | $2,076-14.3% | $2,800-36.5% | $2,381-25.3% |
| Participant deferral / active EE | $3,159 | $2,821+12.0% | $3,704-14.7% | $3,470-9.0% |
| Admin fee / account holder | $4,135 | $3,839+7.7% | $5,113-19.1% | $4,888-15.4% |