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 8-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 | $101,606 | $86,699+17.2% | $73,307+38.6% | $125,391-19.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,029 | $4,152-75.2% | $3,237-68.2% | $4,866-78.9% |
| Participant deferral / active EE | $2,921 | $5,550-47.4% | $4,991-41.5% | $5,352-45.4% |
| Admin fee / account holder | $8,688 | $7,771+11.8% | $5,637+54.1% | $9,540-8.9% |