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 | $27,104 | $53,822-49.6% | $75,696-64.2% | $85,850-68.4% |
| Participation rate | 63.6% | 69.1%-5.4pp | 74.8%-11.2pp | 69.3%-5.7pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,707 | $2,017-15.3% | $2,743-37.8% | $2,565-33.4% |
| Participant deferral / active EE | $2,647 | $2,895-8.6% | $3,821-30.7% | $3,952-33.0% |
| Admin fee / account holder | $366 | $3,343-89.1% | $3,619-89.9% | $6,260-94.2% |