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 | $11,676 | $32,117-63.6% | $71,086-83.6% | $64,186-81.8% |
| Participation rate | 52.6% | 42.7%+9.9pp | 54.7%-2.0pp | 69.6%-16.9pp |
| Annual return | -9.80% | -5.57%-4.2pp | 650.59%-660.4pp | 7.63%-17.4pp |
| Employer contribution / active EE | $565 | $712-20.6% | $1,088-48.0% | $2,381-76.2% |
| Participant deferral / active EE | $1,291 | $1,263+2.2% | $1,874-31.1% | $3,470-62.8% |
| Admin fee / account holder | $4,886 | $2,759+77.1% | $3,082+58.5% | $4,8880% |