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 6-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 | $77,291 | $93,024-16.9% | $77,024+0.3% | $134,475-42.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -17.92% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,063 | $3,418+77.4% | $2,812+115.6% | $4,740+27.9% |
| Participant deferral / active EE | $13,542 | $5,238+158.5% | $4,426+205.9% | $6,400+111.6% |
| Admin fee / account holder | $531 | $6,944-92.4% | $5,425-90.2% | $11,426-95.4% |