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 | $61,176 | $32,117+90.5% | $71,086-13.9% | $64,186-4.7% |
| Participation rate | 23.1% | 42.7%-19.6pp | 54.7%-31.6pp | 69.6%-46.5pp |
| Annual return | -5.07% | -5.57%+0.5pp | 650.59%-655.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $237 | $712-66.7% | $1,088-78.2% | $2,381-90.0% |
| Participant deferral / active EE | $393 | $1,263-68.9% | $1,874-79.0% | $3,470-88.7% |
| Admin fee / account holder | $3,284 | $2,759+19.0% | $3,082+6.5% | $4,888-32.8% |