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 | $165,590 | $57,065+190.2% | $75,670+118.8% | $70,131+136.1% |
| Participation rate | 59.6% | 68.1%-8.5pp | 72.3%-12.7pp | 69.5%-9.9pp |
| Annual return | 16.08% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,566 | $1,817-13.8% | $2,352-33.4% | $2,342-33.1% |
| Participant deferral / active EE | $2,520 | $2,580-2.3% | $3,142-19.8% | $3,332-24.4% |
| Admin fee / account holder | $3,413 | $3,825-10.8% | $5,800-41.2% | $4,645-26.5% |