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 | $96,880 | $106,543-9.1% | $91,220+6.2% | $134,475-28.0% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -10.20% | 160.60%-170.8pp | 114.01%-124.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,167 | $3,331-65.0% | $2,850-59.1% | $4,740-75.4% |
| Participant deferral / active EE | $6,667 | $4,719+41.3% | $4,234+57.5% | $6,400+4.2% |
| Admin fee / account holder | $341 | $6,231-94.5% | $5,420-93.7% | $11,426-97.0% |