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 7-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 | $127,217 | $92,703+37.2% | $82,719+53.8% | $134,475-5.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -0.07% | 944.92%-945.0pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $667 | $3,274-79.6% | $3,009-77.8% | $4,740-85.9% |
| Participant deferral / active EE | $13,500 | $4,802+181.1% | $4,395+207.2% | $6,400+110.9% |
| Admin fee / account holder | $1,842 | $5,983-69.2% | $5,329-65.4% | $11,426-83.9% |