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 9-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 | $16,930 | $84,233-79.9% | $170,442-90.1% | $70,131-75.9% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $942 | $3,387-72.2% | $5,433-82.7% | $2,342-59.8% |
| Participant deferral / active EE | $2,062 | $3,086-33.2% | $4,939-58.3% | $3,332-38.1% |
| Admin fee / account holder | $663 | $5,698-88.4% | $13,880-95.2% | $4,645-85.7% |