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 | $30,358 | $91,538-66.8% | $129,995-76.6% | $75,163-59.6% |
| Participation rate | 63.6% | 71.4%-7.8pp | 78.5%-14.8pp | 67.2%-3.6pp |
| Annual return | 21.07% | -631.11%+652.2pp | -137.18%+158.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,860 | $2,845+0.5% | $4,320-33.8% | $2,670+7.1% |
| Participant deferral / active EE | $4,833 | $4,341+11.3% | $5,820-17.0% | $4,125+17.2% |
| Admin fee / account holder | $2,025 | $6,790-70.2% | $10,614-80.9% | $5,651-64.2% |