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 6-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 | $20,130 | $167,307-88.0% | $143,757-86.0% | $134,475-85.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -10.15% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,221 | $5,619-78.3% | $4,951-75.3% | $4,740-74.2% |
| Participant deferral / active EE | $4,419 | $6,446-31.4% | $5,637-21.6% | $6,400-31.0% |
| Admin fee / account holder | $373 | $18,088-97.9% | $14,673-97.5% | $11,426-96.7% |