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 | $182,057 | $79,449+129.1% | $189,557-4.0% | $85,850+112.1% |
| Participation rate | 13.3% | 66.0%-52.7pp | 78.4%-65.1pp | 69.3%-56.0pp |
| Annual return | 13.61% | 18.45%-4.8pp | 64.17%-50.6pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,449 | $4,051-39.5% | $6,174-60.3% | $3,952-38.0% |
| Admin fee / account holder | $814 | $5,377-84.9% | $9,807-91.7% | $6,260-87.0% |