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 | $28,558 | $32,117-11.1% | $71,086-59.8% | $64,186-55.5% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -5.00% | -5.57%+0.6pp | 650.59%-655.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $286 | $712-59.8% | $1,088-73.7% | $2,381-88.0% |
| Participant deferral / active EE | $3,055 | $1,263+141.9% | $1,874+63.0% | $3,470-12.0% |
| Admin fee / account holder | $7,598 | $2,759+175.4% | $3,082+146.5% | $4,888+55.4% |