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 3-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 | $26,601 | $45,863-42.0% | $77,024-65.5% | $68,494-61.2% |
| Participation rate | 12.0% | 55.9%-43.9pp | 67.9%-55.9pp | 67.9%-55.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $935 | $1,650-43.3% | $2,812-66.8% | $2,596-64.0% |
| Participant deferral / active EE | $2,302 | $2,962-22.3% | $4,426-48.0% | $4,027-42.8% |
| Admin fee / account holder | $407 | $3,041-86.6% | $5,425-92.5% | $5,403-92.5% |