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 | $66,416 | $98,750-32.7% | $149,696-55.6% | $79,858-16.8% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%+0.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,427 | $3,216-24.6% | $4,644-47.7% | $2,471-1.8% |
| Participant deferral / active EE | $6,052 | $5,680+6.6% | $6,842-11.5% | $3,740+61.8% |
| Admin fee / account holder | $7,764 | $6,053+28.3% | $9,309-16.6% | $5,306+46.3% |