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 | $197,410 | $91,538+115.7% | $129,995+51.9% | $75,163+162.6% |
| Participation rate | 36.5% | 71.4%-35.0pp | 78.5%-42.0pp | 67.2%-30.7pp |
| Annual return | 17.91% | -631.11%+649.0pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,044 | $2,845-63.3% | $4,320-75.8% | $2,670-60.9% |
| Participant deferral / active EE | $2,493 | $4,341-42.6% | $5,820-57.2% | $4,125-39.6% |
| Admin fee / account holder | $5,311 | $6,790-21.8% | $10,614-50.0% | $5,651-6.0% |