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 | $27,853 | $32,117-13.3% | $71,086-60.8% | $64,186-56.6% |
| Participation rate | 43.5% | 42.7%+0.8pp | 54.7%-11.2pp | 69.6%-26.1pp |
| Annual return | -2.01% | -5.57%+3.6pp | 650.59%-652.6pp | 7.63%-9.6pp |
| Employer contribution / active EE | $281 | $712-60.6% | $1,088-74.2% | $2,381-88.2% |
| Participant deferral / active EE | $957 | $1,263-24.2% | $1,874-48.9% | $3,470-72.4% |
| Admin fee / account holder | $349 | $2,759-87.4% | $3,082-88.7% | $4,888-92.9% |