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 | $20,010 | $47,722-58.1% | $82,719-75.8% | $64,808-69.1% |
| Participation rate | 48.8% | 67.6%-18.9pp | 72.6%-23.8pp | 71.5%-22.7pp |
| Annual return | 0.00% | -13.05%+13.1pp | 701.18%-701.2pp | 32.82%-32.8pp |
| Employer contribution / active EE | $2,315 | $2,179+6.3% | $3,009-23.1% | $2,506-7.6% |
| Participant deferral / active EE | $1,790 | $3,329-46.2% | $4,395-59.3% | $4,310-58.5% |
| Admin fee / account holder | $460 | $143+221.5% | $5,329-91.4% | $188+144.7% |