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 | $61,429 | $84,487-27.3% | $125,339-51.0% | $66,914-8.2% |
| Participation rate | 52.4% | 76.4%-24.0pp | 82.4%-29.9pp | 69.8%-17.4pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,788 | $3,553-49.7% | $4,814-62.8% | $2,544-29.7% |
| Participant deferral / active EE | $5,305 | $6,781-21.8% | $7,446-28.8% | $4,237+25.2% |
| Admin fee / account holder | $3,658 | $685+434.0% | $10,010-63.5% | $593+516.6% |