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 | $77,618 | $90,600-14.3% | $79,464-2.3% | $135,375-42.7% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -6.07% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,724 | $3,068-43.8% | $2,800-38.4% | $4,779-63.9% |
| Participant deferral / active EE | $7,314 | $4,050+80.6% | $3,704+97.5% | $5,609+30.4% |
| Admin fee / account holder | $1,334 | $5,907-77.4% | $5,113-73.9% | $10,827-87.7% |