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 | $209,902 | $83,902+150.2% | $167,512+25.3% | $84,808+147.5% |
| Participation rate | 43.6% | 66.5%-22.9pp | 77.1%-33.5pp | 68.3%-24.7pp |
| Annual return | 14.53% | 91.55%-77.0pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,400 | $2,264+6.0% | $3,882-38.2% | $2,631-8.8% |
| Participant deferral / active EE | $3,607 | $4,442-18.8% | $6,405-43.7% | $4,212-14.4% |
| Admin fee / account holder | $33,228 | $7,915+319.8% | $9,769+240.1% | $7,344+352.5% |