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 | $10,124 | $26,549-61.9% | $61,373-83.5% | $66,914-84.9% |
| Participation rate | 50.9% | 38.1%+12.8pp | 52.6%-1.7pp | 69.8%-18.9pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.61%-338.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,840 | $651+335.9% | $1,159+144.9% | $2,544+11.6% |
| Participant deferral / active EE | $3,315 | $1,338+147.7% | $2,125+56.0% | $4,237-21.8% |
| Admin fee / account holder | $375 | $409-8.1% | $2,130-82.4% | $593-36.7% |