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 | $6,282 | $82,286-92.4% | $68,791-90.9% | $134,475-95.3% |
| Participation rate | 46.2% | 75.1%-28.9pp | 69.0%-22.9pp | 81.2%-35.1pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $639 | $3,301-80.7% | $2,655-75.9% | $4,740-86.5% |
| Participant deferral / active EE | $1,207 | $4,739-74.5% | $3,941-69.4% | $6,400-81.1% |
| Admin fee / account holder | $398 | $6,481-93.9% | $4,932-91.9% | $11,426-96.5% |