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 3-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 | $51,577 | $70,669-27.0% | $169,368-69.5% | $75,163-31.4% |
| Participation rate | 57.7% | 64.8%-7.1pp | 77.1%-19.5pp | 67.2%-9.5pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,917 | $4,311+83.7% | $6,221+27.3% | $4,125+91.9% |
| Admin fee / account holder | $5,128 | $5,402-5.1% | $9,003-43.0% | $5,651-9.3% |