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 6-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 | $112,657 | $209,411-46.2% | $178,490-36.9% | $158,922-29.1% |
| Participation rate | 64.3% | 86.3%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,217 | $5,706-78.7% | $5,011-75.7% | $4,761-74.4% |
| Participant deferral / active EE | $4,414 | $5,954-25.9% | $5,202-15.1% | $5,982-26.2% |
| Admin fee / account holder | $470 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |