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 | $50,862 | $85,022-40.2% | $70,515-27.9% | $139,434-63.5% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $595 | $3,909-84.8% | $2,973-80.0% | $4,751-87.5% |
| Participant deferral / active EE | $1,488 | $5,890-74.7% | $4,567-67.4% | $6,710-77.8% |
| Admin fee / account holder | $2,953 | $8,906-66.8% | $6,412-54.0% | $11,403-74.1% |