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 | $6,982 | $32,117-78.3% | $71,086-90.2% | $64,186-89.1% |
| Participation rate | 31.8% | 42.7%-10.9pp | 54.7%-22.9pp | 69.6%-37.8pp |
| Annual return | -4.19% | -5.57%+1.4pp | 650.59%-654.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $431 | $712-39.5% | $1,088-60.4% | $2,381-81.9% |
| Participant deferral / active EE | $548 | $1,263-56.6% | $1,874-70.8% | $3,470-84.2% |
| Admin fee / account holder | $1,343 | $2,759-51.3% | $3,082-56.4% | $4,888-72.5% |