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 | $49,021 | $69,010-29.0% | $159,960-69.4% | $68,494-28.4% |
| Participation rate | 59.6% | 65.4%-5.9pp | 78.0%-18.4pp | 67.9%-8.3pp |
| Annual return | -12.86% | -9.65%-3.2pp | 408.60%-421.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $541 | $2,213-75.6% | $4,226-87.2% | $2,596-79.2% |
| Participant deferral / active EE | $2,841 | $4,212-32.6% | $6,182-54.1% | $4,027-29.5% |
| Admin fee / account holder | $5,023 | $4,798+4.7% | $8,698-42.2% | $5,403-7.0% |