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 4-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 | $32,617 | $94,752-65.6% | $112,887-71.1% | $139,434-76.6% |
| Participation rate | 40.0% | 81.3%-41.3pp | 80.5%-40.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 40.88%-40.9pp | 34.10%-34.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $13,525 | $4,625+192.4% | $4,563+196.4% | $4,751+184.7% |
| Participant deferral / active EE | $12,687 | $6,512+94.8% | $6,513+94.8% | $6,710+89.1% |
| Admin fee / account holder | $14,274 | $8,527+67.4% | $7,047+102.5% | $11,403+25.2% |