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 | $196,995 | $70,428+179.7% | $96,562+104.0% | $85,850+129.5% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 14.47% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,628 | $2,894-43.7% | $3,849-57.7% | $3,952-58.8% |
| Admin fee / account holder | $800 | $4,997-84.0% | $6,181-87.1% | $6,260-87.2% |