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 3-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 | $11,253 | $27,915-59.7% | $58,482-80.8% | $75,163-85.0% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.0pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $157 | $669-76.5% | $1,053-85.1% | $2,670-94.1% |
| Participant deferral / active EE | $605 | $1,201-49.6% | $1,924-68.5% | $4,125-85.3% |
| Admin fee / account holder | $332 | $1,726-80.8% | $2,516-86.8% | $5,651-94.1% |