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 | $120,696 | $67,331+79.3% | $60,874+98.3% | $134,475-10.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -18.40% | 49.93%-68.3pp | 16.90%-35.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,855 | $3,096-40.1% | $2,701-31.3% | $4,740-60.9% |
| Participant deferral / active EE | $4,100 | $4,538-9.7% | $3,817+7.4% | $6,400-35.9% |
| Admin fee / account holder | $2,262 | $4,582-50.6% | $3,224-29.8% | $11,426-80.2% |