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 | $19,884 | $32,117-38.1% | $71,086-72.0% | $64,186-69.0% |
| Participation rate | 27.1% | 42.7%-15.6pp | 54.7%-27.6pp | 69.6%-42.5pp |
| Annual return | -9.05% | -5.57%-3.5pp | 650.59%-659.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $576 | $712-19.1% | $1,088-47.0% | $2,381-75.8% |
| Participant deferral / active EE | $1,449 | $1,263+14.8% | $1,874-22.7% | $3,470-58.2% |
| Admin fee / account holder | $1,125 | $2,759-59.2% | $3,082-63.5% | $4,888-77.0% |