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 | $207,670 | $100,754+106.1% | $86,677+139.6% | $134,475+54.4% |
| Participation rate | 35.3% | 78.9%-43.6pp | 76.6%-41.3pp | 81.2%-45.9pp |
| Annual return | -16.62% | 29.04%-45.7pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,296 | $3,489-62.9% | $2,836-54.3% | $4,740-72.7% |
| Participant deferral / active EE | $4,444 | $5,338-16.8% | $4,656-4.6% | $6,400-30.6% |
| Admin fee / account holder | $3,810 | $10,926-65.1% | $7,493-49.2% | $11,426-66.7% |