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 | $52,370 | $32,117+63.1% | $71,086-26.3% | $64,186-18.4% |
| Participation rate | 55.3% | 42.7%+12.6pp | 54.7%+0.7pp | 69.6%-14.2pp |
| Annual return | -6.64% | -5.57%-1.1pp | 650.59%-657.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,194 | $712+67.7% | $1,088+9.8% | $2,381-49.8% |
| Participant deferral / active EE | $2,197 | $1,263+74.0% | $1,874+17.2% | $3,470-36.7% |
| Admin fee / account holder | $2,620 | $2,759-5.0% | $3,082-15.0% | $4,888-46.4% |