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 | $108,364 | $65,703+64.9% | $94,224+15.0% | $59,632+81.7% |
| Participation rate | 25.4% | 72.1%-46.7pp | 78.8%-53.4pp | 68.7%-43.3pp |
| Annual return | -1.39% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,213 | $2,021-40.0% | $3,587-66.2% | $2,203-44.9% |
| Participant deferral / active EE | $2,289 | $3,143-27.2% | $4,320-47.0% | $3,192-28.3% |
| Admin fee / account holder | $23,058 | $4,264+440.7% | $6,269+267.8% | $4,297+436.6% |