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 | $43,788 | $75,935-42.3% | $60,547-27.7% | $125,391-65.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 68.0%-18.0pp | 83.2%-33.2pp |
| Annual return | 1.58% | -5.38%+7.0pp | 335.64%-334.1pp | 282.22%-280.6pp |
| Employer contribution / active EE | $893 | $3,438-74.0% | $2,419-63.1% | $4,866-81.7% |
| Participant deferral / active EE | $2,146 | $4,506-52.4% | $3,328-35.5% | $5,352-59.9% |
| Admin fee / account holder | $7,637 | $6,768+12.8% | $4,536+68.4% | $9,540-20.0% |