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 | $60,317 | $79,944-24.6% | $98,439-38.7% | $75,163-19.8% |
| Participation rate | 69.0% | 70.4%-1.3pp | 75.2%-6.1pp | 67.2%+1.9pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,320 | $2,264-41.7% | $3,048-56.7% | $2,670-50.6% |
| Participant deferral / active EE | $2,576 | $3,752-31.4% | $4,738-45.6% | $4,125-37.6% |
| Admin fee / account holder | $8,204 | $6,840+19.9% | $8,948-8.3% | $5,651+45.2% |