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 8-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 | $219,401 | $67,331+225.9% | $60,874+260.4% | $134,475+63.2% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.1%-27.0pp | 81.2%-35.1pp |
| Annual return | -17.64% | 49.93%-67.6pp | 16.90%-34.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,481 | $3,096-52.2% | $2,701-45.2% | $4,740-68.7% |
| Participant deferral / active EE | $3,880 | $4,538-14.5% | $3,817+1.7% | $6,400-39.4% |
| Admin fee / account holder | $7,316 | $4,582+59.7% | $3,224+126.9% | $11,426-36.0% |