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 3-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 | $128,514 | $148,534-13.5% | $135,903-5.4% | $139,434-7.8% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,788 | $5,243-46.8% | $4,856-42.6% | $4,751-41.3% |
| Participant deferral / active EE | $3,557 | $8,100-56.1% | $7,758-54.1% | $6,710-47.0% |
| Admin fee / account holder | $2,220 | $12,400-82.1% | $10,762-79.4% | $11,403-80.5% |