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 | $44,435 | $135,635-67.2% | $110,238-59.7% | $135,375-67.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,352 | $4,906-31.7% | $3,826-12.4% | $4,779-29.9% |
| Participant deferral / active EE | $6,288 | $5,506+14.2% | $4,672+34.6% | $5,609+12.1% |
| Admin fee / account holder | $1,187 | $11,457-89.6% | $8,547-86.1% | $10,827-89.0% |