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 | $46,631 | $138,044-66.2% | $125,339-62.8% | $134,475-65.3% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -19.01% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,502 | $5,243-33.2% | $4,814-27.3% | $4,740-26.1% |
| Participant deferral / active EE | $11,589 | $7,799+48.6% | $7,446+55.6% | $6,400+81.1% |
| Admin fee / account holder | $1,223 | $11,571-89.4% | $10,010-87.8% | $11,426-89.3% |