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 | $50,712 | $32,117+57.9% | $71,086-28.7% | $64,186-21.0% |
| Participation rate | 45.6% | 42.7%+2.9pp | 54.7%-9.0pp | 69.6%-24.0pp |
| Annual return | 6.04% | -5.57%+11.6pp | 650.59%-644.6pp | 7.63%-1.6pp |
| Employer contribution / active EE | $297 | $712-58.3% | $1,088-72.7% | $2,381-87.5% |
| Participant deferral / active EE | $1,553 | $1,263+23.0% | $1,874-17.1% | $3,470-55.2% |
| Admin fee / account holder | $5,267 | $2,759+90.9% | $3,082+70.9% | $4,888+7.7% |