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 | $16,412 | $47,977-65.8% | $154,107-89.4% | $56,287-70.8% |
| Participation rate | 69.7% | 66.2%+3.6pp | 83.0%-13.3pp | 69.9%-0.1pp |
| Annual return | -2.15% | 3.54%-5.7pp | 735.12%-737.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,140 | $2,169-47.4% | $5,298-78.5% | $2,111-46.0% |
| Participant deferral / active EE | $1,807 | $2,392-24.5% | $5,081-64.4% | $3,350-46.1% |
| Admin fee / account holder | $4,757 | $438+985.5% | $13,411-64.5% | $521+813.1% |