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 | $162,274 | $109,413+48.3% | $156,263+3.8% | $84,808+91.3% |
| Participation rate | 63.9% | 72.7%-8.8pp | 78.9%-15.0pp | 68.3%-4.4pp |
| Annual return | 14.90% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,453 | $2,907-50.0% | $4,333-66.5% | $2,631-44.8% |
| Participant deferral / active EE | $4,594 | $4,590+0.1% | $6,158-25.4% | $4,212+9.1% |
| Admin fee / account holder | $9,189 | $9,357-1.8% | $14,255-35.5% | $7,344+25.1% |