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 | $11,002 | $104,106-89.4% | $71,086-84.5% | $135,375-91.9% |
| Participation rate | 61.1% | 65.7%-4.5pp | 54.7%+6.5pp | 82.6%-21.5pp |
| Annual return | -11.38% | 1256.30%-1267.7pp | 650.59%-662.0pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,314 | $1,485-11.5% | $1,088+20.8% | $4,779-72.5% |
| Participant deferral / active EE | $3,111 | $2,527+23.1% | $1,874+66.0% | $5,609-44.5% |
| Admin fee / account holder | $320 | $4,142-92.3% | $3,082-89.6% | $10,827-97.0% |