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 | $165,698 | $109,413+51.4% | $156,263+6.0% | $84,808+95.4% |
| Participation rate | 60.4% | 72.7%-12.3pp | 78.9%-18.5pp | 68.3%-7.9pp |
| Annual return | 15.53% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $999 | $2,907-65.6% | $4,333-76.9% | $2,631-62.0% |
| Participant deferral / active EE | $3,100 | $4,590-32.5% | $6,158-49.7% | $4,212-26.4% |
| Admin fee / account holder | $3,844 | $9,357-58.9% | $14,255-73.0% | $7,344-47.7% |