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 | $73,496 | $54,380+35.2% | $68,509+7.3% | $59,632+23.2% |
| Participation rate | 59.2% | 70.2%-11.0pp | 74.7%-15.5pp | 68.7%-9.5pp |
| Annual return | 0.24% | 2.83%-2.6pp | 8.27%-8.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,141 | $1,539+39.1% | $2,278-6.0% | $2,203-2.8% |
| Participant deferral / active EE | $3,745 | $2,643+41.7% | $3,382+10.7% | $3,192+17.3% |
| Admin fee / account holder | $1,890 | $3,885-51.4% | $5,275-64.2% | $4,297-56.0% |