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 | $186,930 | $76,050+145.8% | $96,544+93.6% | $71,457+161.6% |
| Participation rate | 38.1% | 74.4%-36.3pp | 76.0%-37.8pp | 67.9%-29.8pp |
| Annual return | 19.19% | 22.81%-3.6pp | 25.84%-6.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,249 | $4,215-22.9% | $4,851-33.0% | $4,289-24.2% |
| Admin fee / account holder | $1,303 | $2,707-51.9% | $8,252-84.2% | $1,587-17.9% |