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 | $118,535 | $91,552+29.5% | $133,956-11.5% | $79,858+48.4% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.3pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $612 | $2,384-74.3% | $3,919-84.4% | $2,471-75.2% |
| Participant deferral / active EE | $4,535 | $3,733+21.5% | $5,048-10.2% | $3,740+21.2% |
| Admin fee / account holder | $7,990 | $6,321+26.4% | $8,927-10.5% | $5,306+50.6% |