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 | $13,910 | $32,117-56.7% | $71,086-80.4% | $64,186-78.3% |
| Participation rate | 32.9% | 42.7%-9.8pp | 54.7%-21.8pp | 69.6%-36.7pp |
| Annual return | -4.95% | -5.57%+0.6pp | 650.59%-655.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $176 | $712-75.2% | $1,088-83.8% | $2,381-92.6% |
| Participant deferral / active EE | $618 | $1,263-51.1% | $1,874-67.0% | $3,470-82.2% |
| Admin fee / account holder | $654 | $2,759-76.3% | $3,082-78.8% | $4,888-86.6% |