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 4-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 | $185,818 | $83,902+121.5% | $167,512+10.9% | $84,808+119.1% |
| Participation rate | 42.0% | 66.5%-24.4pp | 77.1%-35.0pp | 68.3%-26.3pp |
| Annual return | 34.77% | 91.55%-56.8pp | 1615.79%-1581.0pp | 40.90%-6.1pp |
| Employer contribution / active EE | $2,129 | $2,264-6.0% | $3,882-45.2% | $2,631-19.1% |
| Participant deferral / active EE | $4,817 | $4,442+8.4% | $6,405-24.8% | $4,212+14.4% |
| Admin fee / account holder | $7,077 | $7,915-10.6% | $9,769-27.6% | $7,344-3.6% |