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 7-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 | $59,205 | $63,355-6.6% | $91,989-35.6% | $72,985-18.9% |
| Participation rate | 45.2% | 72.5%-27.3pp | 78.6%-33.4pp | 69.5%-24.2pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,612 | $2,116-23.8% | $3,452-53.3% | $2,440-33.9% |
| Participant deferral / active EE | $2,594 | $4,883-46.9% | $5,923-56.2% | $3,607-28.1% |
| Admin fee / account holder | $1,847 | $4,668-60.4% | $7,743-76.1% | $5,124-64.0% |