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 | $76,574 | $86,699-11.7% | $73,307+4.5% | $125,391-38.9% |
| Participation rate | 10.0% | 78.6%-68.6pp | 74.9%-64.9pp | 83.2%-73.2pp |
| Annual return | -2.91% | 2.78%-5.7pp | 5.67%-8.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $500 | $4,152-88.0% | $3,237-84.6% | $4,866-89.7% |
| Participant deferral / active EE | $1,800 | $5,550-67.6% | $4,991-63.9% | $5,352-66.4% |
| Admin fee / account holder | $5,335 | $7,771-31.4% | $5,637-5.4% | $9,540-44.1% |