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 | $37,483 | $98,750-62.0% | $149,696-75.0% | $79,858-53.1% |
| Participation rate | 41.3% | 75.8%-34.5pp | 82.5%-41.2pp | 69.6%-28.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,976 | $3,216-38.6% | $4,644-57.4% | $2,471-20.0% |
| Participant deferral / active EE | $3,618 | $5,680-36.3% | $6,842-47.1% | $3,740-3.3% |
| Admin fee / account holder | $355 | $6,053-94.1% | $9,309-96.2% | $5,306-93.3% |