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 | $180,556 | $69,518+159.7% | $59,878+201.5% | $135,375+33.4% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.7%-37.2pp | 82.6%-45.1pp |
| Annual return | -1.79% | 7.94%-9.7pp | 3.46%-5.3pp | 519.73%-521.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,438 | $4,206-18.3% | $3,402+1.0% | $5,609-38.7% |
| Admin fee / account holder | $19,194 | $5,734+234.7% | $3,590+434.6% | $10,827+77.3% |