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 5-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 | $29,243 | $78,672-62.8% | $109,143-73.2% | $85,850-65.9% |
| Participation rate | 37.3% | 68.3%-30.9pp | 75.9%-38.5pp | 69.3%-32.0pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $982 | $2,735-64.1% | $3,722-73.6% | $2,565-61.7% |
| Participant deferral / active EE | $1,741 | $3,467-49.8% | $4,653-62.6% | $3,952-55.9% |
| Admin fee / account holder | $387 | $5,469-92.9% | $6,752-94.3% | $6,260-93.8% |