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 | $5,417 | $39,019-86.1% | $80,716-93.3% | $85,850-93.7% |
| Participation rate | 26.1% | 41.5%-15.5pp | 54.2%-28.1pp | 69.3%-43.2pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,562 | $1,326+17.8% | $2,146-27.2% | $3,952-60.5% |
| Admin fee / account holder | $301 | $2,431-87.6% | $3,380-91.1% | $6,260-95.2% |