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 | $29,947 | $59,107-49.3% | $86,436-65.4% | $68,494-56.3% |
| Participation rate | 51.9% | 75.2%-23.3pp | 80.3%-28.4pp | 67.9%-16.0pp |
| Annual return | -7.44% | -0.23%-7.2pp | 4394.89%-4402.3pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,809 | $2,519-28.2% | $3,769-52.0% | $2,596-30.3% |
| Participant deferral / active EE | $7,850 | $5,901+33.0% | $6,952+12.9% | $4,027+94.9% |
| Admin fee / account holder | $3,495 | $5,637-38.0% | $6,731-48.1% | $5,403-35.3% |