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 | $14,796 | $32,117-53.9% | $71,086-79.2% | $64,186-76.9% |
| Participation rate | 36.2% | 42.7%-6.5pp | 54.7%-18.5pp | 69.6%-33.4pp |
| Annual return | -5.38% | -5.57%+0.2pp | 650.59%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $403 | $712-43.4% | $1,088-62.9% | $2,381-83.1% |
| Participant deferral / active EE | $658 | $1,263-47.9% | $1,874-64.9% | $3,470-81.0% |
| Admin fee / account holder | $9,628 | $2,759+248.9% | $3,082+212.4% | $4,888+97.0% |