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 | $126,629 | $92,703+36.6% | $82,719+53.1% | $134,475-5.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.32% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,217 | $3,274-32.3% | $3,009-26.3% | $4,740-53.2% |
| Participant deferral / active EE | $6,640 | $4,802+38.3% | $4,395+51.1% | $6,400+3.8% |
| Admin fee / account holder | $1,683 | $5,983-71.9% | $5,329-68.4% | $11,426-85.3% |