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 | $30,480 | $70,428-56.7% | $96,562-68.4% | $85,850-64.5% |
| Participation rate | 30.3% | 61.8%-31.5pp | 69.8%-39.5pp | 69.3%-39.0pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,051 | $1,413-25.6% | $2,356-55.4% | $2,565-59.0% |
| Participant deferral / active EE | $3,280 | $2,894+13.4% | $3,849-14.8% | $3,952-17.0% |
| Admin fee / account holder | $2,696 | $4,997-46.1% | $6,181-56.4% | $6,260-56.9% |