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 | $156,740 | $90,600+73.0% | $79,464+97.2% | $135,375+15.8% |
| Participation rate | 23.8% | 76.0%-52.2pp | 73.3%-49.5pp | 82.6%-58.8pp |
| Annual return | -6.51% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $811 | $3,068-73.6% | $2,800-71.0% | $4,779-83.0% |
| Participant deferral / active EE | $1,259 | $4,050-68.9% | $3,704-66.0% | $5,609-77.6% |
| Admin fee / account holder | $7,042 | $5,907+19.2% | $5,113+37.7% | $10,827-35.0% |