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 | $100,911 | $72,492+39.2% | $87,100+15.9% | $72,985+38.3% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.5pp |
| Annual return | 16.07% | 24.46%-8.4pp | 28.19%-12.1pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,983 | $1,894+4.7% | $2,521-21.3% | $2,440-18.7% |
| Participant deferral / active EE | $3,929 | $3,270+20.2% | $4,049-3.0% | $3,607+8.9% |
| Admin fee / account holder | $3,003 | $5,055-40.6% | $7,497-59.9% | $5,124-41.4% |