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 | $101,299 | $47,848+111.7% | $81,478+24.3% | $70,131+44.4% |
| Participation rate | 16.0% | 58.3%-42.3pp | 68.0%-52.0pp | 69.5%-53.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $360 | $1,527-76.4% | $2,568-86.0% | $2,342-84.6% |
| Participant deferral / active EE | $1,733 | $2,453-29.4% | $3,537-51.0% | $3,332-48.0% |
| Admin fee / account holder | $1,300 | $3,145-58.7% | $4,561-71.5% | $4,645-72.0% |