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 | $8,057 | $32,117-74.9% | $71,086-88.7% | $64,186-87.4% |
| Participation rate | 42.6% | 42.7%-0.1pp | 54.7%-12.1pp | 69.6%-27.0pp |
| Annual return | -6.73% | -5.57%-1.2pp | 650.59%-657.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,035 | $1,263+61.1% | $1,874+8.6% | $3,470-41.4% |
| Admin fee / account holder | $1,609 | $2,759-41.7% | $3,082-47.8% | $4,888-67.1% |