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 | $23,981 | $49,177-51.2% | $79,464-69.8% | $64,186-62.6% |
| Participation rate | 5.6% | 65.0%-59.5pp | 73.3%-67.8pp | 69.6%-64.0pp |
| Annual return | -5.99% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $262 | $2,076-87.4% | $2,800-90.6% | $2,381-89.0% |
| Participant deferral / active EE | $942 | $2,821-66.6% | $3,704-74.6% | $3,470-72.9% |
| Admin fee / account holder | $2,800 | $3,839-27.1% | $5,113-45.2% | $4,888-42.7% |