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 5-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 | $38,907 | $39,019-0.3% | $80,716-51.8% | $85,850-54.7% |
| Participation rate | 27.8% | 41.5%-13.8pp | 54.2%-26.4pp | 69.3%-41.5pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $296 | $722-59.0% | $1,160-74.5% | $2,565-88.5% |
| Participant deferral / active EE | $761 | $1,326-42.6% | $2,146-64.5% | $3,952-80.7% |
| Admin fee / account holder | $816 | $2,431-66.4% | $3,380-75.9% | $6,260-87.0% |