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 | $50,770 | $152,509-66.7% | $117,472-56.8% | $134,475-62.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.43% | 52.99%-68.4pp | 29.74%-45.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,977 | $5,571-64.5% | $4,176-52.7% | $4,740-58.3% |
| Participant deferral / active EE | $5,230 | $4,818+8.6% | $4,070+28.5% | $6,400-18.3% |
| Admin fee / account holder | $28,406 | $7,004+305.6% | $5,645+403.2% | $11,426+148.6% |