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 | $248,807 | $92,703+168.4% | $82,719+200.8% | $134,475+85.0% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -16.58% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,118 | $3,274-35.3% | $3,009-29.6% | $4,740-55.3% |
| Participant deferral / active EE | $4,506 | $4,802-6.2% | $4,395+2.5% | $6,400-29.6% |
| Admin fee / account holder | $3,468 | $5,983-42.0% | $5,329-34.9% | $11,426-69.6% |