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 | $128,000 | $180,449-29.1% | $154,107-16.9% | $135,375-5.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -5.82% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,260 | $6,035-62.6% | $5,298-57.3% | $4,779-52.7% |
| Participant deferral / active EE | $5,770 | $5,806-0.6% | $5,081+13.6% | $5,609+2.9% |
| Admin fee / account holder | $2,023 | $16,143-87.5% | $13,411-84.9% | $10,827-81.3% |