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 | $39,633 | $167,307-76.3% | $143,757-72.4% | $134,475-70.5% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | 1.30% | 0.46%+0.8pp | -0.04%+1.3pp | 417.96%-416.7pp |
| Employer contribution / active EE | $2,096 | $5,619-62.7% | $4,951-57.7% | $4,740-55.8% |
| Participant deferral / active EE | $4,329 | $6,446-32.8% | $5,637-23.2% | $6,400-32.4% |
| Admin fee / account holder | $408 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |