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 | $180,142 | $90,600+98.8% | $79,464+126.7% | $135,375+33.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.20% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $81 | $3,068-97.4% | $2,800-97.1% | $4,779-98.3% |
| Participant deferral / active EE | $1,744 | $4,050-56.9% | $3,704-52.9% | $5,609-68.9% |
| Admin fee / account holder | $4,554 | $5,907-22.9% | $5,113-10.9% | $10,827-57.9% |