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 | $7,785 | $32,117-75.8% | $71,086-89.0% | $64,186-87.9% |
| Participation rate | 35.7% | 42.7%-7.0pp | 54.7%-18.9pp | 69.6%-33.9pp |
| Annual return | -9.71% | -5.57%-4.1pp | 650.59%-660.3pp | 7.63%-17.3pp |
| Employer contribution / active EE | $610 | $712-14.3% | $1,088-43.9% | $2,381-74.4% |
| Participant deferral / active EE | $783 | $1,263-38.0% | $1,874-58.2% | $3,470-77.4% |
| Admin fee / account holder | $340 | $2,759-87.7% | $3,082-89.0% | $4,888-93.0% |