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 | $27,320 | $77,976-65.0% | $81,367-66.4% | $125,391-78.2% |
| Participation rate | 68.4% | 83.3%-14.8pp | 82.3%-13.9pp | 83.2%-14.8pp |
| Annual return | -0.36% | -2.85%+2.5pp | -0.92%+0.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,689 | $5,646-34.7% | $5,383-31.5% | $5,352-31.1% |
| Admin fee / account holder | $3,784 | $12,476-69.7% | $8,926-57.6% | $9,540-60.3% |