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 7-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 | $81,113 | $44,850+80.9% | $60,547+34.0% | $59,632+36.0% |
| Participation rate | 19.0% | 59.5%-40.5pp | 68.0%-49.0pp | 68.7%-49.7pp |
| Annual return | 0.05% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $615 | $1,462-57.9% | $2,419-74.6% | $2,203-72.1% |
| Participant deferral / active EE | $1,186 | $2,230-46.8% | $3,328-64.4% | $3,192-62.8% |
| Admin fee / account holder | $7,463 | $3,635+105.3% | $4,536+64.5% | $4,297+73.7% |