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 | $75,370 | $59,101+27.5% | $77,163-2.3% | $75,163+0.3% |
| Participation rate | 29.0% | 63.9%-34.8pp | 69.6%-40.5pp | 67.2%-38.2pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $474 | $1,995-76.3% | $2,535-81.3% | $2,670-82.3% |
| Participant deferral / active EE | $1,270 | $2,999-57.6% | $3,833-66.9% | $4,125-69.2% |
| Admin fee / account holder | $6,170 | $4,774+29.2% | $5,472+12.8% | $5,651+9.2% |