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 | $153,543 | $95,803+60.3% | $113,168+35.7% | $84,808+81.0% |
| Participation rate | 67.8% | 72.9%-5.1pp | 76.6%-8.8pp | 68.3%-0.5pp |
| Annual return | 17.05% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,601 | $2,360+10.2% | $2,975-12.6% | $2,631-1.1% |
| Participant deferral / active EE | $3,882 | $4,242-8.5% | $5,107-24.0% | $4,212-7.8% |
| Admin fee / account holder | $8,555 | $8,989-4.8% | $12,068-29.1% | $7,344+16.5% |