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 | $48,269 | $84,402-42.8% | $61,373-21.4% | $134,475-64.1% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -17.60% | 584.55%-602.1pp | 338.61%-356.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,099 | $1,544+35.9% | $1,159+81.0% | $4,740-55.7% |
| Participant deferral / active EE | $3,697 | $2,819+31.1% | $2,125+74.0% | $6,400-42.2% |
| Admin fee / account holder | $1,243 | $2,585-51.9% | $2,130-41.6% | $11,426-89.1% |