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 | $82,583 | $57,065+44.7% | $75,670+9.1% | $70,131+17.8% |
| Participation rate | 59.4% | 68.1%-8.7pp | 72.3%-13.0pp | 69.5%-10.2pp |
| Annual return | 17.90% | 23.57%-5.7pp | 27.34%-9.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,571 | $1,817-13.5% | $2,352-33.2% | $2,342-32.9% |
| Participant deferral / active EE | $3,518 | $2,580+36.4% | $3,142+12.0% | $3,332+5.6% |
| Admin fee / account holder | $1,898 | $3,825-50.4% | $5,800-67.3% | $4,645-59.1% |