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 | $185,288 | $100,754+83.9% | $86,677+113.8% | $134,475+37.8% |
| Participation rate | 20.0% | 78.9%-58.9pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -12.81% | 29.04%-41.8pp | 35.91%-48.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,081 | $3,489-69.0% | $2,836-61.9% | $4,740-77.2% |
| Participant deferral / active EE | $5,400 | $5,338+1.2% | $4,656+16.0% | $6,400-15.6% |
| Admin fee / account holder | $1,705 | $10,926-84.4% | $7,493-77.3% | $11,426-85.1% |