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 | $20,586 | $176,056-88.3% | $159,436-87.1% | $167,490-87.7% |
| Participation rate | 68.4% | 84.9%-16.5pp | 82.8%-14.4pp | 82.1%-13.7pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,783 | $5,297-47.5% | $4,829-42.4% | $4,837-42.5% |
| Participant deferral / active EE | $7,994 | $7,750+3.1% | $7,352+8.7% | $6,341+26.1% |
| Admin fee / account holder | $524 | $12,554-95.8% | $10,799-95.1% | $12,309-95.7% |