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 | $52,660 | $85,202-38.2% | $172,739-69.5% | $72,985-27.8% |
| Participation rate | 59.8% | 70.1%-10.3pp | 82.6%-22.9pp | 69.5%-9.7pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $838 | $3,324-74.8% | $5,143-83.7% | $2,440-65.7% |
| Participant deferral / active EE | $1,469 | $3,260-54.9% | $5,198-71.7% | $3,607-59.3% |
| Admin fee / account holder | $2,482 | $5,884-57.8% | $13,954-82.2% | $5,124-51.6% |