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 | $59,113 | $32,117+84.1% | $71,086-16.8% | $64,186-7.9% |
| Participation rate | 17.4% | 42.7%-25.3pp | 54.7%-37.3pp | 69.6%-52.2pp |
| Annual return | -5.46% | -5.57%+0.1pp | 650.59%-656.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $111 | $712-84.4% | $1,088-89.8% | $2,381-95.3% |
| Participant deferral / active EE | $1,109 | $1,263-12.2% | $1,874-40.8% | $3,470-68.0% |
| Admin fee / account holder | $9,637 | $2,759+249.3% | $3,082+212.6% | $4,888+97.2% |