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 4-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 | $150,946 | $78,672+91.9% | $109,143+38.3% | $85,850+75.8% |
| Participation rate | 60.8% | 68.3%-7.5pp | 75.9%-15.1pp | 69.3%-8.5pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,497 | $2,735-8.7% | $3,722-32.9% | $2,565-2.7% |
| Participant deferral / active EE | $3,934 | $3,467+13.5% | $4,653-15.5% | $3,952-0.4% |
| Admin fee / account holder | $23,334 | $5,469+326.6% | $6,752+245.6% | $6,260+272.8% |