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 10-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 | $204,910 | $84,402+142.8% | $61,373+233.9% | $134,475+52.4% |
| Participation rate | 17.6% | 62.2%-44.6pp | 52.6%-34.9pp | 81.2%-63.6pp |
| Annual return | -18.66% | 584.55%-603.2pp | 338.61%-357.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,139 | $1,544-26.3% | $1,159-1.8% | $4,740-76.0% |
| Participant deferral / active EE | $4,234 | $2,819+50.2% | $2,125+99.3% | $6,400-33.8% |
| Admin fee / account holder | $475 | $2,585-81.6% | $2,130-77.7% | $11,426-95.8% |