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 | $42,623 | $64,707-34.1% | $112,228-62.0% | $68,494-37.8% |
| Participation rate | 58.3% | 67.2%-8.8pp | 75.1%-16.7pp | 67.9%-9.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,598 | $2,746-41.8% | $3,635-56.0% | $2,596-38.4% |
| Participant deferral / active EE | $2,573 | $3,565-27.8% | $4,728-45.6% | $4,027-36.1% |
| Admin fee / account holder | $603 | $5,232-88.5% | $6,410-90.6% | $5,403-88.8% |