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 | $167,057 | $84,695+97.2% | $73,843+126.2% | $125,391+33.2% |
| Participation rate | 18.2% | 76.8%-58.6pp | 73.4%-55.3pp | 83.2%-65.0pp |
| Annual return | 0.33% | 3123.53%-3123.2pp | 2267.84%-2267.5pp | 282.22%-281.9pp |
| Employer contribution / active EE | $586 | $3,123-81.2% | $2,787-79.0% | $4,866-88.0% |
| Participant deferral / active EE | $1,719 | $3,992-56.9% | $3,583-52.0% | $5,352-67.9% |
| Admin fee / account holder | $1,647 | $5,691-71.1% | $4,880-66.3% | $9,540-82.7% |