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 | $147,877 | $87,013+69.9% | $106,213+39.2% | $80,856+82.9% |
| Participation rate | 49.3% | 70.4%-21.2pp | 75.3%-26.0pp | 67.6%-18.4pp |
| Annual return | 14.56% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,143 | $3,986-21.1% | $5,016-37.3% | $4,296-26.8% |
| Admin fee / account holder | $5,171 | $8,431-38.7% | $11,033-53.1% | $6,918-25.2% |