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 3-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 | $43,784 | $27,915+56.8% | $58,482-25.1% | $75,163-41.7% |
| Participation rate | 15.8% | 38.8%-23.0pp | 50.9%-35.1pp | 67.2%-51.4pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $268 | $669-60.0% | $1,053-74.6% | $2,670-90.0% |
| Participant deferral / active EE | $825 | $1,201-31.3% | $1,924-57.1% | $4,125-80.0% |
| Admin fee / account holder | $3,931 | $1,726+127.8% | $2,516+56.3% | $5,651-30.4% |