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 8-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 | $82,136 | $67,331+22.0% | $60,874+34.9% | $134,475-38.9% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.1%-8.1pp | 81.2%-16.2pp |
| Annual return | -11.91% | 49.93%-61.8pp | 16.90%-28.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,530 | $3,096-50.6% | $2,701-43.4% | $4,740-67.7% |
| Participant deferral / active EE | $3,951 | $4,538-12.9% | $3,817+3.5% | $6,400-38.3% |
| Admin fee / account holder | $7,206 | $4,582+57.3% | $3,224+123.5% | $11,426-36.9% |