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 7-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 | $52,697 | $142,405-63.0% | $115,157-54.2% | $152,861-65.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,088 | $4,010+2.0% | $3,179+28.6% | $4,762-14.2% |
| Participant deferral / active EE | $1,527 | $5,164-70.4% | $4,168-63.4% | $5,850-73.9% |
| Admin fee / account holder | $21,962 | $8,462+159.5% | $7,088+209.9% | $11,596+89.4% |