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 | $34,946 | $102,382-65.9% | $147,005-76.2% | $80,874-56.8% |
| Participation rate | 64.9% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,120 | $3,715-42.9% | $4,934-57.0% | $2,756-23.1% |
| Participant deferral / active EE | $5,332 | $6,646-19.8% | $8,070-33.9% | $4,297+24.1% |
| Admin fee / account holder | $3,760 | $7,942-52.7% | $13,006-71.1% | $6,935-45.8% |