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 | $43,790 | $181,894-75.9% | $156,549-72.0% | $273,961-84.0% |
| Participation rate | 56.3% | 88.4%-32.1pp | 84.0%-27.8pp | 83.0%-26.8pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,121 | $6,248-66.0% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $3,094 | $5,550-44.3% | $4,871-36.5% | $5,287-41.5% |
| Admin fee / account holder | $473 | $15,559-97.0% | $13,027-96.4% | $10,132-95.3% |