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 9-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 | $202,089 | $92,703+118.0% | $82,719+144.3% | $134,475+50.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -15.49% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,817 | $3,274-44.5% | $3,009-39.6% | $4,740-61.7% |
| Participant deferral / active EE | $5,125 | $4,802+6.7% | $4,395+16.6% | $6,400-19.9% |
| Admin fee / account holder | $2,355 | $5,983-60.6% | $5,329-55.8% | $11,426-79.4% |