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 4-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 | $92,896 | $44,850+107.1% | $60,547+53.4% | $59,632+55.8% |
| Participation rate | 21.6% | 59.5%-37.9pp | 68.0%-46.3pp | 68.7%-47.0pp |
| Annual return | -2.76% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $526 | $1,462-64.0% | $2,419-78.3% | $2,203-76.1% |
| Participant deferral / active EE | $1,403 | $2,230-37.1% | $3,328-57.8% | $3,192-56.0% |
| Admin fee / account holder | $1,426 | $3,635-60.8% | $4,536-68.6% | $4,297-66.8% |