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 | $9,735 | $48,265-79.8% | $68,791-85.8% | $68,494-85.8% |
| Participation rate | 43.8% | 60.7%-16.9pp | 69.0%-25.3pp | 67.9%-24.1pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $561 | $1,829-69.3% | $2,655-78.9% | $2,596-78.4% |
| Participant deferral / active EE | $1,490 | $2,867-48.0% | $3,941-62.2% | $4,027-63.0% |
| Admin fee / account holder | $1,482 | $4,355-66.0% | $4,932-69.9% | $5,403-72.6% |