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 | $36,885 | $106,890-65.5% | $84,015-56.1% | $152,861-75.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $687 | $2,734-74.9% | $1,983-65.3% | $4,762-85.6% |
| Participant deferral / active EE | $997 | $4,011-75.1% | $3,239-69.2% | $5,850-83.0% |
| Admin fee / account holder | $564 | $8,285-93.2% | $6,101-90.8% | $11,596-95.1% |