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 8-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 | $15,344 | $84,233-81.8% | $170,442-91.0% | $70,131-78.1% |
| Participation rate | 68.3% | 70.8%-2.6pp | 83.6%-15.3pp | 69.5%-1.3pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,055 | $3,387-68.9% | $5,433-80.6% | $2,342-55.0% |
| Participant deferral / active EE | $1,528 | $3,086-50.5% | $4,939-69.1% | $3,332-54.1% |
| Admin fee / account holder | $535 | $5,698-90.6% | $13,880-96.1% | $4,645-88.5% |