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 | $17,960 | $78,694-77.2% | $67,652-73.5% | $125,391-85.7% |
| Participation rate | 52.9% | 78.8%-25.9pp | 75.7%-22.7pp | 83.2%-30.2pp |
| Annual return | -0.19% | 9.46%-9.6pp | 6625.04%-6625.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,288 | $3,044-57.7% | $2,266-43.1% | $4,866-73.5% |
| Participant deferral / active EE | $2,483 | $4,292-42.2% | $3,560-30.3% | $5,352-53.6% |
| Admin fee / account holder | $15,853 | $7,403+114.2% | $4,821+228.8% | $9,540+66.2% |