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 4-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 | $16,689 | $54,350-69.3% | $82,719-79.8% | $68,494-75.6% |
| Participation rate | 62.9% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-5.0pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $891 | $2,218-59.8% | $3,009-70.4% | $2,596-65.7% |
| Participant deferral / active EE | $1,523 | $3,246-53.1% | $4,395-65.4% | $4,027-62.2% |
| Admin fee / account holder | $1,356 | $4,395-69.2% | $5,329-74.6% | $5,403-74.9% |