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 | $49,531 | $91,552-45.9% | $133,956-63.0% | $79,858-38.0% |
| Participation rate | 69.5% | 73.3%-3.9pp | 79.8%-10.3pp | 69.6%-0.1pp |
| Annual return | 20.52% | 61.85%-41.3pp | 45.09%-24.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,360 | $2,384-1.0% | $3,919-39.8% | $2,471-4.5% |
| Participant deferral / active EE | $4,646 | $3,733+24.4% | $5,048-8.0% | $3,740+24.2% |
| Admin fee / account holder | $1,031 | $6,321-83.7% | $8,927-88.5% | $5,306-80.6% |