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 | $87,720 | $117,381-25.3% | $99,443-11.8% | $152,861-42.6% |
| Participation rate | 54.5% | 77.5%-23.0pp | 73.8%-19.3pp | 82.4%-27.9pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,318 | $3,013-56.3% | $2,540-48.1% | $4,762-72.3% |
| Participant deferral / active EE | $2,543 | $4,086-37.8% | $3,619-29.7% | $5,850-56.5% |
| Admin fee / account holder | $529 | $7,631-93.1% | $6,250-91.5% | $11,596-95.4% |