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 | $20,725 | $53,162-61.0% | $91,220-77.3% | $68,494-69.7% |
| Participation rate | 51.1% | 63.2%-12.1pp | 73.2%-22.1pp | 67.9%-16.8pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,532 | $1,709-10.4% | $2,850-46.2% | $2,596-41.0% |
| Participant deferral / active EE | $2,936 | $2,974-1.3% | $4,234-30.7% | $4,027-27.1% |
| Admin fee / account holder | $850 | $4,493-81.1% | $5,420-84.3% | $5,403-84.3% |