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 10-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 | $53,859 | $84,233-36.1% | $170,442-68.4% | $70,131-23.2% |
| Participation rate | 60.8% | 70.8%-10.0pp | 83.6%-22.8pp | 69.5%-8.7pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $982 | $3,387-71.0% | $5,433-81.9% | $2,342-58.1% |
| Participant deferral / active EE | $2,425 | $3,086-21.4% | $4,939-50.9% | $3,332-27.2% |
| Admin fee / account holder | $3,971 | $5,698-30.3% | $13,880-71.4% | $4,645-14.5% |