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 | $47,881 | $69,010-30.6% | $159,960-70.1% | $68,494-30.1% |
| Participation rate | 42.4% | 65.4%-23.0pp | 78.0%-35.5pp | 67.9%-25.5pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $985 | $2,213-55.5% | $4,226-76.7% | $2,596-62.1% |
| Participant deferral / active EE | $3,332 | $4,212-20.9% | $6,182-46.1% | $4,027-17.3% |
| Admin fee / account holder | $13,576 | $4,798+182.9% | $8,698+56.1% | $5,403+151.3% |