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 4-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 | $13,132 | $29,660-55.7% | $56,411-76.7% | $80,856-83.8% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 17.23% | 35.23%-18.0pp | 1701.33%-1684.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $226 | $669-66.3% | $1,039-78.3% | $2,755-91.8% |
| Participant deferral / active EE | $746 | $1,226-39.2% | $1,952-61.8% | $4,296-82.6% |
| Admin fee / account holder | $1,093 | $2,428-55.0% | $2,829-61.3% | $6,918-84.2% |