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 | $8,901 | $51,175-82.6% | $70,515-87.4% | $75,163-88.2% |
| Participation rate | 64.0% | 60.9%+3.1pp | 68.3%-4.3pp | 67.2%-3.2pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,336 | $1,826+27.9% | $2,973-21.5% | $2,670-12.5% |
| Participant deferral / active EE | $3,914 | $2,849+37.4% | $4,567-14.3% | $4,125-5.1% |
| Admin fee / account holder | $310 | $4,091-92.4% | $6,412-95.2% | $5,651-94.5% |