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 | $44,387 | $55,449-19.9% | $83,848-47.1% | $56,287-21.1% |
| Participation rate | 59.8% | 68.0%-8.2pp | 76.1%-16.3pp | 69.9%-10.0pp |
| Annual return | -6.10% | -1.38%-4.7pp | 850.88%-857.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $943 | $2,430-61.2% | $3,631-74.0% | $2,111-55.3% |
| Participant deferral / active EE | $4,322 | $2,935+47.2% | $4,082+5.9% | $3,350+29.0% |
| Admin fee / account holder | $8,650 | $656+1218.5% | $5,478+57.9% | $521+1560.4% |