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 | $166,540 | $60,022+177.5% | $88,946+87.2% | $84,808+96.4% |
| Participation rate | 57.3% | 57.8%-0.5pp | 68.8%-11.5pp | 68.3%-11.0pp |
| Annual return | 15.15% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,111 | $1,703-34.8% | $2,555-56.5% | $2,631-57.8% |
| Participant deferral / active EE | $3,310 | $3,114+6.3% | $4,581-27.8% | $4,212-21.4% |
| Admin fee / account holder | $4,543 | $4,811-5.6% | $8,261-45.0% | $7,344-38.1% |