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 8-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 | $28,192 | $57,354-50.8% | $83,848-66.4% | $64,186-56.1% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.7pp | 69.6%-9.1pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,714 | $2,545-32.7% | $3,631-52.8% | $2,381-28.0% |
| Participant deferral / active EE | $2,678 | $2,993-10.5% | $4,082-34.4% | $3,470-22.8% |
| Admin fee / account holder | $429 | $4,046-89.4% | $5,478-92.2% | $4,888-91.2% |