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 | $21,470 | $54,350-60.5% | $82,719-74.0% | $68,494-68.7% |
| Participation rate | 55.2% | 63.9%-8.7pp | 72.6%-17.4pp | 67.9%-12.7pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $576 | $2,218-74.0% | $3,009-80.8% | $2,596-77.8% |
| Participant deferral / active EE | $1,035 | $3,246-68.1% | $4,395-76.4% | $4,027-74.3% |
| Admin fee / account holder | $319 | $4,395-92.7% | $5,329-94.0% | $5,403-94.1% |