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 4-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 | $19,976 | $91,190-78.1% | $178,490-88.8% | $79,858-75.0% |
| Participation rate | 53.3% | 69.2%-15.9pp | 81.9%-28.6pp | 69.6%-16.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $957 | $3,256-70.6% | $5,011-80.9% | $2,471-61.3% |
| Participant deferral / active EE | $2,350 | $3,236-27.4% | $5,202-54.8% | $3,740-37.2% |
| Admin fee / account holder | $6,933 | $6,751+2.7% | $13,984-50.4% | $5,306+30.7% |