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 | $209,597 | $75,828+176.4% | $147,614+42.0% | $59,632+251.5% |
| Participation rate | 68.0% | 71.6%-3.6pp | 84.6%-16.6pp | 68.7%-0.7pp |
| Annual return | 2.40% | 0.37%+2.0pp | 61.98%-59.6pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $1,404 | $3,485-59.7% | $5,564-74.8% | $2,203-36.3% |
| Participant deferral / active EE | $4,094 | $3,130+30.8% | $4,895-16.4% | $3,192+28.3% |
| Admin fee / account holder | $11,677 | $5,985+95.1% | $11,611+0.6% | $4,297+171.7% |