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 | $67,128 | $32,117+109.0% | $71,086-5.6% | $64,186+4.6% |
| Participation rate | 32.0% | 42.7%-10.7pp | 54.7%-22.7pp | 69.6%-37.6pp |
| Annual return | -7.75% | -5.57%-2.2pp | 650.59%-658.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $542 | $712-24.0% | $1,088-50.2% | $2,381-77.3% |
| Participant deferral / active EE | $1,553 | $1,263+22.9% | $1,874-17.2% | $3,470-55.3% |
| Admin fee / account holder | $522 | $2,759-81.1% | $3,082-83.1% | $4,888-89.3% |