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 | $14,738 | $96,635-84.7% | $86,612-83.0% | $139,434-89.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,449 | $3,263+5.7% | $3,022+14.1% | $4,751-27.4% |
| Participant deferral / active EE | $6,051 | $4,836+25.1% | $4,438+36.4% | $6,710-9.8% |
| Admin fee / account holder | $5,615 | $6,408-12.4% | $5,6140% | $11,403-50.8% |