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 | $193,199 | $83,902+130.3% | $167,512+15.3% | $84,808+127.8% |
| Participation rate | 66.0% | 66.5%-0.5pp | 77.1%-11.1pp | 68.3%-2.4pp |
| Annual return | 16.38% | 91.55%-75.2pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,709 | $2,264-24.5% | $3,882-56.0% | $2,631-35.0% |
| Participant deferral / active EE | $3,825 | $4,442-13.9% | $6,405-40.3% | $4,212-9.2% |
| Admin fee / account holder | $35,694 | $7,915+351.0% | $9,769+265.4% | $7,344+386.0% |