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 6-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 | $128,249 | $92,703+38.3% | $82,719+55.0% | $134,475-4.6% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -19.75% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,727 | $3,274-47.2% | $3,009-42.6% | $4,740-63.6% |
| Participant deferral / active EE | $6,447 | $4,802+34.3% | $4,395+46.7% | $6,400+0.7% |
| Admin fee / account holder | $9,782 | $5,983+63.5% | $5,329+83.6% | $11,426-14.4% |