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 | $85,137 | $55,706+52.8% | $75,886+12.2% | $72,985+16.7% |
| Participation rate | 64.4% | 61.1%+3.3pp | 69.3%-4.8pp | 69.5%-5.0pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,111 | $1,687-34.1% | $2,500-55.6% | $2,440-54.5% |
| Participant deferral / active EE | $4,158 | $2,634+57.9% | $3,603+15.4% | $3,607+15.3% |
| Admin fee / account holder | $2,609 | $3,978-34.4% | $5,418-51.8% | $5,124-49.1% |