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 | $36,635 | $48,050-23.8% | $85,969-57.4% | $59,632-38.6% |
| Participation rate | 68.1% | 64.5%+3.6pp | 76.5%-8.5pp | 68.7%-0.6pp |
| Annual return | -0.64% | 0.29%-0.9pp | 9.32%-10.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $666 | $1,640-59.4% | $3,474-80.8% | $2,203-69.8% |
| Participant deferral / active EE | $1,951 | $2,249-13.3% | $3,829-49.1% | $3,192-38.9% |
| Admin fee / account holder | $9,197 | $3,206+186.9% | $6,053+51.9% | $4,297+114.0% |