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 | $9,697 | $106,543-90.9% | $91,220-89.4% | $134,475-92.8% |
| Participation rate | 45.5% | 76.8%-31.4pp | 73.2%-27.7pp | 81.2%-35.8pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $798 | $3,331-76.0% | $2,850-72.0% | $4,740-83.2% |
| Participant deferral / active EE | $2,065 | $4,719-56.2% | $4,234-51.2% | $6,400-67.7% |
| Admin fee / account holder | $1,158 | $6,231-81.4% | $5,420-78.6% | $11,426-89.9% |