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 | $74,046 | $138,044-46.4% | $125,339-40.9% | $134,475-44.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.49% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,241 | $5,243-57.3% | $4,814-53.4% | $4,740-52.7% |
| Participant deferral / active EE | $8,952 | $7,799+14.8% | $7,446+20.2% | $6,400+39.9% |
| Admin fee / account holder | $723 | $11,571-93.8% | $10,010-92.8% | $11,426-93.7% |