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 6-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 | $10,585 | $37,426-71.7% | $77,482-86.3% | $79,858-86.7% |
| Participation rate | 36.2% | 41.5%-5.3pp | 54.2%-18.0pp | 69.6%-33.4pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $820 | $637+28.8% | $986-16.9% | $2,471-66.8% |
| Participant deferral / active EE | $3,314 | $1,260+163.0% | $1,861+78.1% | $3,740-11.4% |
| Admin fee / account holder | $917 | $2,504-63.4% | $2,858-67.9% | $5,306-82.7% |