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 8-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 | $41,202 | $57,354-28.2% | $83,848-50.9% | $64,186-35.8% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,509 | $2,545-1.4% | $3,631-30.9% | $2,381+5.4% |
| Participant deferral / active EE | $3,952 | $2,993+32.0% | $4,082-3.2% | $3,470+13.9% |
| Admin fee / account holder | $386 | $4,046-90.5% | $5,478-93.0% | $4,888-92.1% |