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 | $30,310 | $32,117-5.6% | $71,086-57.4% | $64,186-52.8% |
| Participation rate | 6.5% | 42.7%-36.2pp | 54.7%-48.2pp | 69.6%-63.1pp |
| Annual return | -5.18% | -5.57%+0.4pp | 650.59%-655.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $188 | $712-73.6% | $1,088-82.7% | $2,381-92.1% |
| Participant deferral / active EE | $553 | $1,263-56.2% | $1,874-70.5% | $3,470-84.0% |
| Admin fee / account holder | $8,730 | $2,759+216.4% | $3,082+183.2% | $4,888+78.6% |