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 8-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 | $80,783 | $63,346+27.5% | $92,233-12.4% | $70,131+15.2% |
| Participation rate | 67.3% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.2pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,831 | $2,471-25.9% | $3,679-50.2% | $2,342-21.8% |
| Participant deferral / active EE | $3,970 | $2,854+39.1% | $3,897+1.9% | $3,332+19.2% |
| Admin fee / account holder | $449 | $3,840-88.3% | $5,194-91.4% | $4,645-90.3% |