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 | $50,857 | $45,566+11.6% | $64,105-20.7% | $59,632-14.7% |
| Participation rate | 58.5% | 60.2%-1.7pp | 68.2%-9.7pp | 68.7%-10.2pp |
| Annual return | -0.97% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $275 | $934-70.5% | $1,820-84.9% | $2,203-87.5% |
| Participant deferral / active EE | $1,937 | $2,057-5.8% | $2,822-31.3% | $3,192-39.3% |
| Admin fee / account holder | $7,828 | $3,268+139.6% | $4,499+74.0% | $4,297+82.2% |