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 | $67,782 | $67,331+0.7% | $60,874+11.3% | $134,475-49.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -2.28% | 49.93%-52.2pp | 16.90%-19.2pp | 417.96%-420.2pp |
| Employer contribution / active EE | $1,594 | $3,096-48.5% | $2,701-41.0% | $4,740-66.4% |
| Participant deferral / active EE | $6,393 | $4,538+40.9% | $3,817+67.5% | $6,400-0.1% |
| Admin fee / account holder | $661 | $4,582-85.6% | $3,224-79.5% | $11,426-94.2% |