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 | $25,477 | $165,335-84.6% | $149,696-83.0% | $158,922-84.0% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,525 | $5,103-70.1% | $4,644-67.2% | $4,761-68.0% |
| Participant deferral / active EE | $2,727 | $7,181-62.0% | $6,842-60.1% | $5,982-54.4% |
| Admin fee / account holder | $12,660 | $10,807+17.2% | $9,309+36.0% | $11,246+12.6% |