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 | $28,845 | $34,934-17.4% | $56,411-48.9% | $74,495-61.3% |
| Participation rate | 6.3% | 32.8%-26.5pp | 52.5%-46.2pp | 67.2%-60.9pp |
| Annual return | 0.00% | 25.94%-25.9pp | 1701.33%-1701.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $194 | $609-68.1% | $1,039-81.3% | $2,623-92.6% |
| Participant deferral / active EE | $272 | $1,170-76.8% | $1,952-86.1% | $4,346-93.7% |
| Admin fee / account holder | $1,440 | $2,364-39.1% | $2,829-49.1% | $1,942-25.9% |