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 9-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 | $30,994 | $45,035-31.2% | $62,995-50.8% | $70,131-55.8% |
| Participation rate | 57.6% | 69.5%-11.9pp | 74.8%-17.2pp | 69.5%-12.0pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $706 | $2,051-65.6% | $2,759-74.4% | $2,342-69.8% |
| Participant deferral / active EE | $782 | $2,465-68.3% | $3,329-76.5% | $3,332-76.5% |
| Admin fee / account holder | $754 | $2,834-73.4% | $3,600-79.1% | $4,645-83.8% |