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 4-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 | $52,539 | $129,942-59.6% | $104,294-49.6% | $134,475-60.9% |
| Participation rate | 58.8% | 79.5%-20.7pp | 73.3%-14.4pp | 81.2%-22.4pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,935 | $4,184-53.7% | $3,372-42.6% | $4,740-59.2% |
| Participant deferral / active EE | $2,199 | $5,588-60.6% | $4,625-52.5% | $6,400-65.6% |
| Admin fee / account holder | $3,504 | $9,323-62.4% | $7,339-52.3% | $11,426-69.3% |