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 4-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 | $48,374 | $92,985-48.0% | $153,485-68.5% | $80,856-40.2% |
| Participation rate | 69.8% | 69.0%+0.8pp | 77.1%-7.3pp | 67.6%+2.1pp |
| Annual return | 15.35% | 19.95%-4.6pp | 15.65%-0.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,731 | $3,507+6.4% | $5,039-25.9% | $2,755+35.4% |
| Participant deferral / active EE | $5,357 | $5,178+3.5% | $6,757-20.7% | $4,296+24.7% |
| Admin fee / account holder | $629 | $8,880-92.9% | $12,724-95.1% | $6,918-90.9% |