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 7-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 | $37,043 | $93,024-60.2% | $77,024-51.9% | $134,475-72.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -14.93% | 62.60%-77.5pp | 42.32%-57.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,370 | $3,418-1.4% | $2,812+19.8% | $4,740-28.9% |
| Participant deferral / active EE | $5,799 | $5,238+10.7% | $4,426+31.0% | $6,400-9.4% |
| Admin fee / account holder | $8,628 | $6,944+24.3% | $5,425+59.0% | $11,426-24.5% |