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 9-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 | $44,006 | $39,162+12.4% | $100,671-56.3% | $59,632-26.2% |
| Participation rate | 45.0% | 55.9%-10.9pp | 70.7%-25.7pp | 68.7%-23.7pp |
| Annual return | -1.09% | 21.07%-22.2pp | 20.43%-21.5pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $375 | $1,151-67.4% | $4,012-90.7% | $2,203-83.0% |
| Participant deferral / active EE | $2,121 | $1,992+6.5% | $3,144-32.5% | $3,192-33.6% |
| Admin fee / account holder | $3,898 | $2,969+31.3% | $4,850-19.6% | $4,297-9.3% |