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 | $102,317-65.8% | $146,958-76.2% | $80,856-56.8% |
| Participation rate | 64.9% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,120 | $3,713-42.9% | $4,933-57.0% | $2,755-23.0% |
| Participant deferral / active EE | $5,332 | $6,644-19.7% | $8,070-33.9% | $4,296+24.1% |
| Admin fee / account holder | $3,760 | $7,941-52.7% | $12,998-71.1% | $6,918-45.7% |