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 | $53,920 | $50,082+7.7% | $93,406-42.3% | $79,858-32.5% |
| Participation rate | 24.2% | 60.9%-36.7pp | 66.8%-42.6pp | 69.6%-45.5pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $308 | $1,303-76.4% | $2,075-85.2% | $2,471-87.6% |
| Participant deferral / active EE | $821 | $2,212-62.9% | $3,126-73.7% | $3,740-78.0% |
| Admin fee / account holder | $465 | $3,454-86.5% | $5,230-91.1% | $5,306-91.2% |