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 10-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 | $79,467 | $44,850+77.2% | $60,547+31.2% | $59,632+33.3% |
| Participation rate | 39.2% | 59.5%-20.3pp | 68.0%-28.8pp | 68.7%-29.5pp |
| Annual return | -1.45% | 1074.14%-1075.6pp | 335.64%-337.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $565 | $1,462-61.4% | $2,419-76.7% | $2,203-74.4% |
| Participant deferral / active EE | $2,400 | $2,230+7.6% | $3,328-27.9% | $3,192-24.8% |
| Admin fee / account holder | $2,425 | $3,635-33.3% | $4,536-46.5% | $4,297-43.6% |