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 9-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 | $222,743 | $83,902+165.5% | $167,512+33.0% | $84,808+162.6% |
| Participation rate | 46.9% | 66.5%-19.5pp | 77.1%-30.1pp | 68.3%-21.4pp |
| Annual return | 15.84% | 91.55%-75.7pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $796 | $2,264-64.9% | $3,882-79.5% | $2,631-69.8% |
| Participant deferral / active EE | $6,522 | $4,442+46.8% | $6,405+1.8% | $4,212+54.9% |
| Admin fee / account holder | $29,252 | $7,915+269.6% | $9,769+199.4% | $7,344+298.3% |