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 | $225,385 | $84,402+167.0% | $61,373+267.2% | $134,475+67.6% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -16.69% | 584.55%-601.2pp | 338.61%-355.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $796 | $1,544-48.5% | $1,159-31.3% | $4,740-83.2% |
| Participant deferral / active EE | $3,454 | $2,819+22.5% | $2,125+62.6% | $6,400-46.0% |
| Admin fee / account holder | $1,651 | $2,585-36.1% | $2,130-22.5% | $11,426-85.5% |