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 | $23,823 | $46,360-48.6% | $147,614-83.9% | $52,331-54.5% |
| Participation rate | 40.4% | 64.9%-24.6pp | 84.6%-44.2pp | 68.1%-27.7pp |
| Annual return | -0.77% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $451 | $2,126-78.8% | $5,564-91.9% | $1,882-76.0% |
| Participant deferral / active EE | $700 | $2,258-69.0% | $4,895-85.7% | $3,022-76.8% |
| Admin fee / account holder | $2,031 | $766+165.2% | $11,611-82.5% | $592+243.3% |