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 | $24,132 | $152,509-84.2% | $117,472-79.5% | $134,475-82.1% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -16.19% | 52.99%-69.2pp | 29.74%-45.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,846 | $5,571-66.9% | $4,176-55.8% | $4,740-61.1% |
| Participant deferral / active EE | $3,383 | $4,818-29.8% | $4,070-16.9% | $6,400-47.1% |
| Admin fee / account holder | $2,096 | $7,004-70.1% | $5,645-62.9% | $11,426-81.7% |