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 | $76,447 | $32,117+138.0% | $71,086+7.5% | $64,186+19.1% |
| Participation rate | 31.1% | 42.7%-11.6pp | 54.7%-23.5pp | 69.6%-38.5pp |
| Annual return | -7.92% | -5.57%-2.3pp | 650.59%-658.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $449 | $712-36.9% | $1,088-58.7% | $2,381-81.1% |
| Participant deferral / active EE | $1,914 | $1,263+51.6% | $1,874+2.1% | $3,470-44.8% |
| Admin fee / account holder | $5,413 | $2,759+96.2% | $3,082+75.6% | $4,888+10.7% |