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 | $201,330 | $88,083+128.6% | $164,813+22.2% | $74,495+170.3% |
| Participation rate | 40.8% | 73.0%-32.3pp | 78.6%-37.8pp | 67.2%-26.4pp |
| Annual return | 11.55% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,888 | $2,593-27.2% | $4,341-56.5% | $2,623-28.0% |
| Participant deferral / active EE | $3,879 | $4,498-13.8% | $6,031-35.7% | $4,346-10.7% |
| Admin fee / account holder | $22,520 | $2,234+908.2% | $12,690+77.5% | $1,942+1059.8% |