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 | $12,327 | $54,229-77.3% | $70,092-82.4% | $68,494-82.0% |
| Participation rate | 42.2% | 64.5%-22.3pp | 70.5%-28.3pp | 67.9%-25.7pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $484 | $2,018-76.0% | $2,559-81.1% | $2,596-81.4% |
| Participant deferral / active EE | $2,047 | $2,956-30.7% | $3,849-46.8% | $4,027-49.2% |
| Admin fee / account holder | $324 | $4,694-93.1% | $6,267-94.8% | $5,403-94.0% |