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 | $47,140 | $30,732+53.4% | $59,496-20.8% | $59,632-20.9% |
| Participation rate | 62.9% | 43.2%+19.7pp | 54.6%+8.4pp | 68.7%-5.8pp |
| Annual return | -0.45% | 4.47%-4.9pp | 182.05%-182.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,139 | $631+80.5% | $1,153-1.2% | $2,203-48.3% |
| Participant deferral / active EE | $1,975 | $1,183+67.0% | $1,829+8.0% | $3,192-38.1% |
| Admin fee / account holder | $867 | $2,136-59.4% | $2,232-61.2% | $4,297-79.8% |