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 | $14,242 | $47,977-70.3% | $154,107-90.8% | $56,287-74.7% |
| Participation rate | 54.6% | 66.2%-11.5pp | 83.0%-28.4pp | 69.9%-15.2pp |
| Annual return | -6.63% | 3.54%-10.2pp | 735.12%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,334 | $2,169-38.5% | $5,298-74.8% | $2,111-36.8% |
| Participant deferral / active EE | $2,652 | $2,392+10.9% | $5,081-47.8% | $3,350-20.8% |
| Admin fee / account holder | $978 | $438+123.1% | $13,411-92.7% | $521+87.7% |