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 7-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 | $25,056 | $107,334-76.7% | $92,893-73.0% | $152,861-83.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,535 | $4,221-63.6% | $3,653-58.0% | $4,762-67.8% |
| Participant deferral / active EE | $6,458 | $4,845+33.3% | $4,236+52.5% | $5,850+10.4% |
| Admin fee / account holder | $323 | $7,079-95.4% | $5,794-94.4% | $11,596-97.2% |