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 6-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 | $21,573 | $99,032-78.2% | $80,019-73.0% | $135,375-84.1% |
| Participation rate | 11.1% | 78.4%-67.2pp | 75.8%-64.7pp | 82.6%-71.5pp |
| Annual return | 2.30% | 15.39%-13.1pp | 11.22%-8.9pp | 519.73%-517.4pp |
| Employer contribution / active EE | $4,107 | $3,043+34.9% | $2,468+66.4% | $4,779-14.1% |
| Participant deferral / active EE | $5,331 | $4,282+24.5% | $3,686+44.7% | $5,609-4.9% |
| Admin fee / account holder | $1,280 | $10,436-87.7% | $6,521-80.4% | $10,827-88.2% |