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 | $195,667 | $67,331+190.6% | $60,874+221.4% | $134,475+45.5% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.1%-53.1pp | 81.2%-61.2pp |
| Annual return | -9.85% | 49.93%-59.8pp | 16.90%-26.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $520 | $3,096-83.2% | $2,701-80.8% | $4,740-89.0% |
| Participant deferral / active EE | $2,730 | $4,538-39.8% | $3,817-28.5% | $6,400-57.3% |
| Admin fee / account holder | $861 | $4,582-81.2% | $3,224-73.3% | $11,426-92.5% |