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 | $171,898 | $62,672+174.3% | $185,117-7.1% | $70,131+145.1% |
| Participation rate | 55.6% | 63.8%-8.2pp | 77.3%-21.7pp | 69.5%-14.0pp |
| Annual return | 16.57% | 40.79%-24.2pp | 40.50%-23.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,731 | $1,753-1.3% | $4,182-58.6% | $2,342-26.1% |
| Participant deferral / active EE | $3,152 | $3,272-3.7% | $5,045-37.5% | $3,332-5.4% |
| Admin fee / account holder | $2,234 | $3,932-43.2% | $8,159-72.6% | $4,645-51.9% |