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 | $67,780 | $168,632-59.8% | $147,614-54.1% | $125,391-45.9% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -2.65% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $13,671 | $6,252+118.7% | $5,564+145.7% | $4,866+181.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $327 | $13,580-97.6% | $11,611-97.2% | $9,540-96.6% |