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 | $5,801 | $27,641-79.0% | $61,373-90.5% | $68,494-91.5% |
| Participation rate | 15.6% | 39.5%-23.9pp | 52.6%-36.9pp | 67.9%-52.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $200 | $695-71.2% | $1,159-82.7% | $2,596-92.3% |
| Participant deferral / active EE | $705 | $1,263-44.2% | $2,125-66.8% | $4,027-82.5% |
| Admin fee / account holder | $3,816 | $2,010+89.8% | $2,130+79.2% | $5,403-29.4% |