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 7-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 | $57,309 | $117,381-51.2% | $99,443-42.4% | $152,861-62.5% |
| Participation rate | 11.8% | 77.5%-65.8pp | 73.8%-62.1pp | 82.4%-70.7pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $403 | $3,013-86.6% | $2,540-84.1% | $4,762-91.5% |
| Participant deferral / active EE | $2,941 | $4,086-28.0% | $3,619-18.7% | $5,850-49.7% |
| Admin fee / account holder | $553 | $7,631-92.8% | $6,250-91.2% | $11,596-95.2% |