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 | $109,413+51.3% | $156,263+6.0% | $84,808+95.2% |
| Participation rate | 65.2% | 72.7%-7.5pp | 78.9%-13.7pp | 68.3%-3.1pp |
| Annual return | 12.82% | 20.18%-7.4pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,171 | $2,907-25.3% | $4,333-49.9% | $2,631-17.5% |
| Participant deferral / active EE | $3,779 | $4,590-17.7% | $6,158-38.6% | $4,212-10.3% |
| Admin fee / account holder | $3,868 | $9,357-58.7% | $14,255-72.9% | $7,344-47.3% |