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 | $61,512 | $93,024-33.9% | $77,024-20.1% | $134,475-54.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -17.06% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $563 | $3,418-83.5% | $2,812-80.0% | $4,740-88.1% |
| Participant deferral / active EE | $1,800 | $5,238-65.6% | $4,426-59.3% | $6,400-71.9% |
| Admin fee / account holder | $16,425 | $6,944+136.5% | $5,425+202.7% | $11,426+43.8% |