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 | $180,959 | $84,402+114.4% | $61,373+194.9% | $134,475+34.6% |
| Participation rate | 17.6% | 62.2%-44.6pp | 52.6%-34.9pp | 81.2%-63.6pp |
| Annual return | -17.14% | 584.55%-601.7pp | 338.61%-355.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $628 | $1,544-59.3% | $1,159-45.8% | $4,740-86.7% |
| Participant deferral / active EE | $2,954 | $2,819+4.8% | $2,125+39.0% | $6,400-53.8% |
| Admin fee / account holder | $3,100 | $2,585+19.9% | $2,130+45.6% | $11,426-72.9% |