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 | $21,280 | $29,660-28.3% | $56,411-62.3% | $80,856-73.7% |
| Participation rate | 31.6% | 41.6%-10.1pp | 52.5%-20.9pp | 67.6%-36.1pp |
| Annual return | 0.00% | 35.23%-35.2pp | 1701.33%-1701.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $719 | $669+7.4% | $1,039-30.8% | $2,755-73.9% |
| Participant deferral / active EE | $2,382 | $1,226+94.3% | $1,952+22.0% | $4,296-44.6% |
| Admin fee / account holder | $3,123 | $2,428+28.6% | $2,829+10.4% | $6,918-54.9% |