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 | $131,262 | $95,193+37.9% | $76,523+71.5% | $135,375-3.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -6.03% | 4.85%-10.9pp | -0.27%-5.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $932 | $3,302-71.8% | $2,647-64.8% | $4,779-80.5% |
| Participant deferral / active EE | $8,167 | $4,639+76.0% | $3,835+112.9% | $5,609+45.6% |
| Admin fee / account holder | $1,261 | $6,249-79.8% | $4,848-74.0% | $10,827-88.4% |