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 10-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 | $44,951 | $46,360-3.0% | $147,614-69.5% | $52,331-14.1% |
| Participation rate | 44.9% | 64.9%-20.0pp | 84.6%-39.7pp | 68.1%-23.2pp |
| Annual return | 0.96% | 1.62%-0.7pp | 61.98%-61.0pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,317 | $2,126-38.1% | $5,564-76.3% | $1,882-30.0% |
| Participant deferral / active EE | $4,141 | $2,258+83.4% | $4,895-15.4% | $3,022+37.0% |
| Admin fee / account holder | $5,217 | $766+581.2% | $11,611-55.1% | $592+781.8% |