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 | $27,572 | $76,000-63.7% | $154,107-82.1% | $64,186-57.0% |
| Participation rate | 34.9% | 70.4%-35.5pp | 83.0%-48.2pp | 69.6%-34.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $994 | $3,351-70.3% | $5,298-81.2% | $2,381-58.3% |
| Participant deferral / active EE | $2,432 | $3,175-23.4% | $5,081-52.1% | $3,470-29.9% |
| Admin fee / account holder | $528 | $5,596-90.6% | $13,411-96.1% | $4,888-89.2% |