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 | $41,567 | $106,543-61.0% | $91,220-54.4% | $134,475-69.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -19.99% | 160.60%-180.6pp | 114.01%-134.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,519 | $3,331-54.4% | $2,850-46.7% | $4,740-68.0% |
| Participant deferral / active EE | $7,501 | $4,719+59.0% | $4,234+77.2% | $6,400+17.2% |
| Admin fee / account holder | $513 | $6,231-91.8% | $5,420-90.5% | $11,426-95.5% |