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 | $190,083 | $83,902+126.6% | $167,512+13.5% | $84,808+124.1% |
| Participation rate | 20.7% | 66.5%-45.8pp | 77.1%-56.4pp | 68.3%-47.6pp |
| Annual return | 20.61% | 91.55%-70.9pp | 1615.79%-1595.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,158 | $2,264-4.7% | $3,882-44.4% | $2,631-18.0% |
| Participant deferral / active EE | $2,787 | $4,442-37.3% | $6,405-56.5% | $4,212-33.8% |
| Admin fee / account holder | $9,762 | $7,915+23.3% | $9,769-0.1% | $7,344+32.9% |