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 | $170,805 | $74,927+128.0% | $101,794+67.8% | $84,808+101.4% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.2%-9.9pp | 68.3%-9.1pp |
| Annual return | 18.79% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,047 | $1,522+34.5% | $2,289-10.6% | $2,631-22.2% |
| Participant deferral / active EE | $4,886 | $3,099+57.7% | $4,084+19.6% | $4,212+16.0% |
| Admin fee / account holder | $3,629 | $6,514-44.3% | $8,777-58.7% | $7,344-50.6% |