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 | $47,781 | $57,541-17.0% | $95,745-50.1% | $75,163-36.4% |
| Participation rate | 43.8% | 62.5%-18.8pp | 72.3%-28.5pp | 67.2%-23.4pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $521 | $1,808-71.2% | $2,835-81.6% | $2,670-80.5% |
| Participant deferral / active EE | $1,144 | $3,074-62.8% | $4,245-73.0% | $4,125-72.3% |
| Admin fee / account holder | $6,839 | $4,099+66.9% | $5,678+20.4% | $5,651+21.0% |