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 10-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 | $67,309 | $32,117+109.6% | $71,086-5.3% | $64,186+4.9% |
| Participation rate | 21.4% | 42.7%-21.3pp | 54.7%-33.2pp | 69.6%-48.1pp |
| Annual return | -6.39% | -5.57%-0.8pp | 650.59%-657.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $510 | $1,263-59.6% | $1,874-72.8% | $3,470-85.3% |
| Admin fee / account holder | $2,124 | $2,759-23.0% | $3,082-31.1% | $4,888-56.5% |