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 | $39,206 | $32,117+22.1% | $71,086-44.8% | $64,186-38.9% |
| Participation rate | 35.1% | 42.7%-7.6pp | 54.7%-19.6pp | 69.6%-34.5pp |
| Annual return | -9.50% | -5.57%-3.9pp | 650.59%-660.1pp | 7.63%-17.1pp |
| Employer contribution / active EE | $824 | $712+15.7% | $1,088-24.3% | $2,381-65.4% |
| Participant deferral / active EE | $1,775 | $1,263+40.5% | $1,874-5.3% | $3,470-48.8% |
| Admin fee / account holder | $451 | $2,759-83.7% | $3,082-85.4% | $4,888-90.8% |