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 | $64,535 | $73,867-12.6% | $143,757-55.1% | $68,494-5.8% |
| Participation rate | 46.3% | 66.7%-20.3pp | 80.3%-34.0pp | 67.9%-21.5pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,118 | $3,184-64.9% | $4,951-77.4% | $2,596-57.0% |
| Participant deferral / active EE | $3,128 | $3,384-7.6% | $5,637-44.5% | $4,027-22.3% |
| Admin fee / account holder | $409 | $5,755-92.9% | $14,673-97.2% | $5,403-92.4% |