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 | $47,090 | $103,376-54.4% | $87,100-45.9% | $152,861-69.2% |
| Participation rate | 64.3% | 79.3%-15.1pp | 76.9%-12.6pp | 82.4%-18.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,331 | $3,220-58.7% | $2,521-47.2% | $4,762-72.0% |
| Participant deferral / active EE | $4,894 | $4,778+2.4% | $4,049+20.9% | $5,850-16.3% |
| Admin fee / account holder | $308 | $12,205-97.5% | $7,497-95.9% | $11,596-97.3% |