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 | $152,430 | $179,726-15.2% | $156,263-2.5% | $142,382+7.1% |
| Participation rate | 47.8% | 82.1%-34.2pp | 78.9%-31.1pp | 80.1%-32.3pp |
| Annual return | 14.58% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,096 | $6,956-26.7% | $6,158-17.2% | $6,507-21.7% |
| Admin fee / account holder | $3,343 | $17,272-80.6% | $14,255-76.5% | $12,624-73.5% |