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 6-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 | $26,792 | $108,172-75.2% | $77,482-65.4% | $158,922-83.1% |
| Participation rate | 53.3% | 64.4%-11.1pp | 54.2%-0.9pp | 82.0%-28.6pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $853 | $1,325-35.6% | $986-13.6% | $4,761-82.1% |
| Participant deferral / active EE | $2,922 | $2,456+19.0% | $1,861+57.0% | $5,982-51.1% |
| Admin fee / account holder | $597 | $3,708-83.9% | $2,858-79.1% | $11,246-94.7% |