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 5-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 | $105,779 | $65,041+62.6% | $90,951+16.3% | $79,858+32.5% |
| Participation rate | 35.6% | 61.6%-26.0pp | 69.0%-33.4pp | 69.6%-34.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $620 | $1,247-50.3% | $2,122-70.8% | $2,471-74.9% |
| Participant deferral / active EE | $1,633 | $2,512-35.0% | $3,373-51.6% | $3,740-56.3% |
| Admin fee / account holder | $12,421 | $4,536+173.8% | $5,959+108.5% | $5,306+134.1% |