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 | $63,686 | $27,641+130.4% | $61,373+3.8% | $68,494-7.0% |
| Participation rate | 30.9% | 39.5%-8.6pp | 52.6%-21.7pp | 67.9%-37.0pp |
| Annual return | -17.24% | -13.24%-4.0pp | 338.61%-355.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,208 | $1,263+74.8% | $2,125+3.9% | $4,027-45.2% |
| Admin fee / account holder | $747 | $2,010-62.8% | $2,130-64.9% | $5,403-86.2% |