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 | $40,286 | $45,566-11.6% | $64,105-37.2% | $59,632-32.4% |
| Participation rate | 49.2% | 60.2%-11.0pp | 68.2%-19.0pp | 68.7%-19.5pp |
| Annual return | -2.71% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,563 | $934+174.4% | $1,820+40.8% | $2,203+16.4% |
| Participant deferral / active EE | $1,708 | $2,057-17.0% | $2,822-39.5% | $3,192-46.5% |
| Admin fee / account holder | $1,313 | $3,268-59.8% | $4,499-70.8% | $4,297-69.4% |