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 6-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 | $12,392 | $109,327-88.7% | $89,391-86.1% | $158,922-92.2% |
| Participation rate | 22.2% | 74.3%-52.0pp | 68.0%-45.8pp | 82.0%-59.7pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $297 | $3,170-90.6% | $2,586-88.5% | $4,761-93.8% |
| Participant deferral / active EE | $1,647 | $4,598-64.2% | $3,890-57.7% | $5,982-72.5% |
| Admin fee / account holder | $3,004 | $6,153-51.2% | $4,881-38.5% | $11,246-73.3% |