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 8-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 | $236,448 | $85,790+175.6% | $67,313+251.3% | $135,375+74.7% |
| Participation rate | 17.6% | 76.5%-58.8pp | 69.1%-51.4pp | 82.6%-65.0pp |
| Annual return | -7.17% | -0.54%-6.6pp | -4.08%-3.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $801 | $3,487-77.0% | $2,566-68.8% | $4,779-83.2% |
| Participant deferral / active EE | $2,044 | $4,651-56.0% | $3,568-42.7% | $5,609-63.6% |
| Admin fee / account holder | $5,924 | $6,392-7.3% | $4,507+31.4% | $10,827-45.3% |