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 | $164,173 | $92,703+77.1% | $82,719+98.5% | $134,475+22.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.81% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,626 | $3,274+41.3% | $3,009+53.7% | $4,740-2.4% |
| Participant deferral / active EE | $8,413 | $4,802+75.2% | $4,395+91.4% | $6,400+31.5% |
| Admin fee / account holder | $1,411 | $5,983-76.4% | $5,329-73.5% | $11,426-87.7% |