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 | $8,815 | $108,172-91.9% | $77,482-88.6% | $158,922-94.5% |
| Participation rate | 29.4% | 64.4%-35.0pp | 54.2%-24.8pp | 82.0%-52.5pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $671 | $1,325-49.3% | $986-32.0% | $4,761-85.9% |
| Participant deferral / active EE | $2,832 | $2,456+15.3% | $1,861+52.2% | $5,982-52.7% |
| Admin fee / account holder | $1,053 | $3,708-71.6% | $2,858-63.2% | $11,246-90.6% |