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 | $149,290 | $48,274+209.3% | $63,517+135.0% | $59,632+150.4% |
| Participation rate | 31.5% | 66.3%-34.8pp | 71.0%-39.5pp | 68.7%-37.1pp |
| Annual return | -0.87% | -240.79%+239.9pp | -70.30%+69.4pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $643 | $1,586-59.4% | $2,322-72.3% | $2,203-70.8% |
| Participant deferral / active EE | $1,807 | $2,343-22.9% | $2,953-38.8% | $3,192-43.4% |
| Admin fee / account holder | $11,043 | $3,600+206.8% | $5,892+87.4% | $4,297+157.0% |