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 | $116,251 | $102,966+12.9% | $90,281+28.8% | $152,861-23.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $845 | $3,139-73.1% | $2,854-70.4% | $4,762-82.2% |
| Participant deferral / active EE | $3,955 | $4,281-7.6% | $3,885+1.8% | $5,850-32.4% |
| Admin fee / account holder | $368 | $6,171-94.0% | $5,351-93.1% | $11,596-96.8% |