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 5-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 | $15,264 | $90,320-83.1% | $59,496-74.3% | $125,391-87.8% |
| Participation rate | 4.8% | 68.3%-63.5pp | 54.6%-49.8pp | 83.2%-78.4pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $91 | $1,792-94.9% | $1,153-92.1% | $4,866-98.1% |
| Participant deferral / active EE | $383 | $2,716-85.9% | $1,829-79.0% | $5,352-92.8% |
| Admin fee / account holder | $6,673 | $3,063+117.9% | $2,232+198.9% | $9,540-30.1% |