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 | $184,593 | $106,543+73.3% | $91,220+102.4% | $134,475+37.3% |
| Participation rate | 16.7% | 76.8%-60.1pp | 73.2%-56.5pp | 81.2%-64.6pp |
| Annual return | -17.30% | 160.60%-177.9pp | 114.01%-131.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $533 | $3,331-84.0% | $2,850-81.3% | $4,740-88.7% |
| Participant deferral / active EE | $4,333 | $4,719-8.2% | $4,234+2.4% | $6,400-32.3% |
| Admin fee / account holder | $1,230 | $6,231-80.3% | $5,420-77.3% | $11,426-89.2% |