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 3-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 | $125,065 | $71,050+76.0% | $93,606+33.6% | $80,856+54.7% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.6%-16.0pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.20%-133.2pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,159 | $1,564-25.9% | $2,420-52.1% | $2,755-57.9% |
| Participant deferral / active EE | $2,921 | $4,034-27.6% | $4,411-33.8% | $4,296-32.0% |
| Admin fee / account holder | $422 | $6,945-93.9% | $8,285-94.9% | $6,918-93.9% |