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 5-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 | $90,727 | $124,319-27.0% | $111,297-18.5% | $167,490-45.8% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,980 | $3,435-42.4% | $2,731-27.5% | $4,837-59.1% |
| Participant deferral / active EE | $3,135 | $5,180-39.5% | $4,487-30.1% | $6,341-50.6% |
| Admin fee / account holder | $372 | $10,618-96.5% | $7,964-95.3% | $12,309-97.0% |