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 | $164,243 | $56,357+191.4% | $104,294+57.5% | $68,494+139.8% |
| Participation rate | 68.3% | 63.3%+5.0pp | 73.3%-5.0pp | 67.9%+0.4pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,937 | $1,960-1.2% | $3,372-42.5% | $2,596-25.4% |
| Participant deferral / active EE | $4,539 | $3,077+47.5% | $4,625-1.8% | $4,027+12.7% |
| Admin fee / account holder | $7,991 | $4,903+63.0% | $7,339+8.9% | $5,403+47.9% |