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 | $116,872 | $93,024+25.6% | $77,024+51.7% | $134,475-13.1% |
| Participation rate | 52.6% | 74.5%-21.8pp | 67.9%-15.3pp | 81.2%-28.6pp |
| Annual return | -20.18% | 62.60%-82.8pp | 42.32%-62.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,302 | $3,418-61.9% | $2,812-53.7% | $4,740-72.5% |
| Participant deferral / active EE | $5,515 | $5,238+5.3% | $4,426+24.6% | $6,400-13.8% |
| Admin fee / account holder | $754 | $6,944-89.1% | $5,425-86.1% | $11,426-93.4% |