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 4-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 | $105,416 | $133,958-21.3% | $112,228-6.1% | $134,475-21.6% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,169 | $4,038-71.1% | $3,635-67.8% | $4,740-75.3% |
| Participant deferral / active EE | $1,492 | $5,291-71.8% | $4,728-68.4% | $6,400-76.7% |
| Admin fee / account holder | $967 | $7,489-87.1% | $6,410-84.9% | $11,426-91.5% |