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 | $26,642 | $48,046-44.5% | $84,611-68.5% | $72,985-63.5% |
| Participation rate | 63.9% | 57.6%+6.4pp | 68.2%-4.3pp | 69.5%-5.6pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $931 | $1,602-41.9% | $2,652-64.9% | $2,440-61.8% |
| Participant deferral / active EE | $1,725 | $2,680-35.7% | $3,899-55.8% | $3,607-52.2% |
| Admin fee / account holder | $930 | $3,395-72.6% | $4,912-81.1% | $5,124-81.8% |