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 6-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 | $11,164 | $109,327-89.8% | $89,391-87.5% | $158,922-93.0% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,588 | $3,170-49.9% | $2,586-38.6% | $4,761-66.6% |
| Participant deferral / active EE | $4,023 | $4,598-12.5% | $3,890+3.4% | $5,982-32.7% |
| Admin fee / account holder | $397 | $6,153-93.5% | $4,881-91.9% | $11,246-96.5% |