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 | $27,429 | $138,044-80.1% | $125,339-78.1% | $134,475-79.6% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,389 | $5,243-73.5% | $4,814-71.2% | $4,740-70.7% |
| Participant deferral / active EE | $4,628 | $7,799-40.7% | $7,446-37.9% | $6,400-27.7% |
| Admin fee / account holder | $304 | $11,571-97.4% | $10,010-97.0% | $11,426-97.3% |