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 | $146,738 | $136,307+7.7% | $106,619+37.6% | $273,961-46.4% |
| Participation rate | 47.1% | 84.8%-37.7pp | 78.0%-30.9pp | 83.0%-36.0pp |
| Annual return | 5.84% | 11.05%-5.2pp | 9.42%-3.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,792 | $4,969-63.9% | $3,930-54.4% | $5,287-66.1% |
| Admin fee / account holder | $4,429 | $8,625-48.6% | $6,418-31.0% | $10,132-56.3% |