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 | $11,170 | $31,109-64.1% | $67,711-83.5% | $52,331-78.7% |
| Participation rate | 51.9% | 54.0%-2.1pp | 67.5%-15.7pp | 68.1%-16.3pp |
| Annual return | 0.24% | 23.70%-23.5pp | 25.41%-25.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $185 | $1,076-82.8% | $2,559-92.8% | $1,882-90.2% |
| Participant deferral / active EE | $771 | $1,970-60.9% | $3,585-78.5% | $3,022-74.5% |
| Admin fee / account holder | $2,500 | $466+436.4% | $4,255-41.2% | $592+322.6% |