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 3-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 | $49,450 | $76,050-35.0% | $96,544-48.8% | $71,457-30.8% |
| Participation rate | 68.1% | 74.4%-6.3pp | 76.0%-7.8pp | 67.9%+0.2pp |
| Annual return | 24.55% | 22.81%+1.7pp | 25.84%-1.3pp | 28.85%-4.3pp |
| Employer contribution / active EE | $3,804 | $2,244+69.5% | $2,965+28.3% | $2,588+47.0% |
| Participant deferral / active EE | $4,821 | $4,215+14.4% | $4,851-0.6% | $4,289+12.4% |
| Admin fee / account holder | $1,840 | $2,707-32.0% | $8,252-77.7% | $1,587+15.9% |