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 8-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 | $114,683 | $93,024+23.3% | $77,024+48.9% | $134,475-14.7% |
| Participation rate | 42.1% | 74.5%-32.4pp | 67.9%-25.8pp | 81.2%-39.1pp |
| Annual return | -17.78% | 62.60%-80.4pp | 42.32%-60.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,394 | $3,418-59.2% | $2,812-50.4% | $4,740-70.6% |
| Participant deferral / active EE | $5,282 | $5,238+0.9% | $4,426+19.3% | $6,400-17.5% |
| Admin fee / account holder | $2,089 | $6,944-69.9% | $5,425-61.5% | $11,426-81.7% |