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 | $37,918 | $106,543-64.4% | $91,220-58.4% | $134,475-71.8% |
| Participation rate | 52.9% | 76.8%-23.9pp | 73.2%-20.3pp | 81.2%-28.3pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $597 | $3,331-82.1% | $2,850-79.1% | $4,740-87.4% |
| Participant deferral / active EE | $959 | $4,719-79.7% | $4,234-77.3% | $6,400-85.0% |
| Admin fee / account holder | $17,833 | $6,231+186.2% | $5,420+229.1% | $11,426+56.1% |