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 | $12,364 | $53,162-76.7% | $91,220-86.4% | $68,494-81.9% |
| Participation rate | 69.2% | 63.2%+6.0pp | 73.2%-4.0pp | 67.9%+1.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,680 | $1,709+56.8% | $2,850-6.0% | $2,596+3.2% |
| Participant deferral / active EE | $6,152 | $2,974+106.9% | $4,234+45.3% | $4,027+52.8% |
| Admin fee / account holder | $1,474 | $4,493-67.2% | $5,420-72.8% | $5,403-72.7% |