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 | $34,140 | $107,334-68.2% | $92,893-63.2% | $152,861-77.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,241 | $4,221-46.9% | $3,653-38.6% | $4,762-52.9% |
| Participant deferral / active EE | $6,712 | $4,845+38.5% | $4,236+58.5% | $5,850+14.7% |
| Admin fee / account holder | $523 | $7,079-92.6% | $5,794-91.0% | $11,596-95.5% |