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 5-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 | $172,957 | $98,750+75.1% | $149,696+15.5% | $79,858+116.6% |
| Participation rate | 23.8% | 75.8%-52.0pp | 82.5%-58.7pp | 69.6%-45.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,089 | $3,216-66.2% | $4,644-76.6% | $2,471-55.9% |
| Participant deferral / active EE | $5,095 | $5,680-10.3% | $6,842-25.5% | $3,740+36.2% |
| Admin fee / account holder | $7,227 | $6,053+19.4% | $9,309-22.4% | $5,306+36.2% |