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 | $63,854 | $32,117+98.8% | $71,086-10.2% | $64,186-0.5% |
| Participation rate | 47.4% | 42.7%+4.7pp | 54.7%-7.3pp | 69.6%-22.2pp |
| Annual return | -6.38% | -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 | $1,845 | $1,263+46.1% | $1,874-1.6% | $3,470-46.8% |
| Admin fee / account holder | $7,477 | $2,759+171.0% | $3,082+142.6% | $4,888+53.0% |