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 | $70,787 | $54,762+29.3% | $90,281-21.6% | $72,985-3.0% |
| Participation rate | 27.9% | 65.1%-37.2pp | 73.3%-45.4pp | 69.5%-41.6pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $586 | $2,092-72.0% | $2,854-79.5% | $2,440-76.0% |
| Participant deferral / active EE | $1,606 | $2,887-44.4% | $3,885-58.7% | $3,607-55.5% |
| Admin fee / account holder | $310 | $3,972-92.2% | $5,351-94.2% | $5,124-93.9% |