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 | $21,555 | $27,641-22.0% | $61,373-64.9% | $68,494-68.5% |
| Participation rate | 29.4% | 39.5%-10.1pp | 52.6%-23.2pp | 67.9%-38.5pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $114 | $695-83.7% | $1,159-90.2% | $2,596-95.6% |
| Participant deferral / active EE | $363 | $1,263-71.2% | $2,125-82.9% | $4,027-91.0% |
| Admin fee / account holder | $355 | $2,010-82.3% | $2,130-83.3% | $5,403-93.4% |