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 | $180,268 | $104,106+73.2% | $71,086+153.6% | $135,375+33.2% |
| Participation rate | 8.3% | 65.7%-57.3pp | 54.7%-46.3pp | 82.6%-74.3pp |
| Annual return | -0.14% | 1256.30%-1256.4pp | 650.59%-650.7pp | 519.73%-519.9pp |
| Employer contribution / active EE | $520 | $1,485-65.0% | $1,088-52.2% | $4,779-89.1% |
| Participant deferral / active EE | $2,014 | $2,527-20.3% | $1,874+7.5% | $5,609-64.1% |
| Admin fee / account holder | $4,396 | $4,142+6.1% | $3,082+42.6% | $10,827-59.4% |