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 6-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 | $204,233 | $142,344+43.5% | $119,609+70.8% | $134,475+51.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.21% | -12.44%-5.8pp | -14.97%-3.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,828 | $5,222-45.9% | $4,232-33.2% | $4,740-40.3% |
| Participant deferral / active EE | $9,832 | $6,469+52.0% | $5,602+75.5% | $6,400+53.6% |
| Admin fee / account holder | $941 | $13,584-93.1% | $10,323-90.9% | $11,426-91.8% |