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 | $25,789 | $108,642-76.3% | $74,701-65.5% | $152,861-83.1% |
| Participation rate | 18.2% | 65.3%-47.2pp | 54.5%-36.3pp | 82.4%-64.3pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $43 | $1,503-97.2% | $1,084-96.1% | $4,762-99.1% |
| Participant deferral / active EE | $540 | $2,712-80.1% | $1,964-72.5% | $5,850-90.8% |
| Admin fee / account holder | $1,805 | $4,902-63.2% | $3,333-45.8% | $11,596-84.4% |