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 | $10,360 | $32,037-67.7% | $69,182-85.0% | $62,891-83.5% |
| Participation rate | 28.6% | 43.4%-14.8pp | 55.1%-26.5pp | 69.3%-40.7pp |
| Annual return | 5.09% | 15.16%-10.1pp | -21.93%+27.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $246 | $679-63.8% | $1,206-79.6% | $2,281-89.2% |
| Participant deferral / active EE | $2,094 | $1,185+76.6% | $1,897+10.4% | $3,203-34.6% |
| Admin fee / account holder | $438 | $2,608-83.2% | $2,697-83.8% | $4,296-89.8% |