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 | $48,449 | $88,594-45.3% | $70,092-30.9% | $134,475-64.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -19.41% | 442.67%-462.1pp | 190.73%-210.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,497 | $3,233+8.2% | $2,559+36.7% | $4,740-26.2% |
| Participant deferral / active EE | $3,303 | $4,772-30.8% | $3,849-14.2% | $6,400-48.4% |
| Admin fee / account holder | $1,475 | $10,441-85.9% | $6,267-76.5% | $11,426-87.1% |