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 | $24,258 | $73,867-67.2% | $143,757-83.1% | $68,494-64.6% |
| Participation rate | 51.4% | 66.7%-15.2pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,351 | $3,184-57.6% | $4,951-72.7% | $2,596-48.0% |
| Participant deferral / active EE | $1,697 | $3,384-49.9% | $5,637-69.9% | $4,027-57.9% |
| Admin fee / account holder | $1,264 | $5,755-78.0% | $14,673-91.4% | $5,403-76.6% |