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 | $29,826 | $78,705-62.1% | $117,854-74.7% | $70,131-57.5% |
| Participation rate | 64.7% | 73.2%-8.5pp | 79.7%-15.0pp | 69.5%-4.8pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,913 | $2,223-13.9% | $3,786-49.5% | $2,342-18.3% |
| Participant deferral / active EE | $3,116 | $3,297-5.5% | $4,482-30.5% | $3,332-6.5% |
| Admin fee / account holder | $4,219 | $5,065-16.7% | $8,020-47.4% | $4,645-9.2% |