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 | $165,567 | $108,825+52.1% | $156,181+6.0% | $82,448+100.8% |
| Participation rate | 65.2% | 72.4%-7.2pp | 78.8%-13.7pp | 68.1%-2.9pp |
| Annual return | 12.82% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,171 | $2,870-24.4% | $4,294-49.4% | $2,551-14.9% |
| Participant deferral / active EE | $3,779 | $4,577-17.4% | $6,132-38.4% | $4,139-8.7% |
| Admin fee / account holder | $3,868 | $9,341-58.6% | $14,586-73.5% | $7,234-46.5% |