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 | $65,567 | $32,117+104.2% | $71,086-7.8% | $64,186+2.2% |
| Participation rate | 15.9% | 42.7%-26.8pp | 54.7%-38.8pp | 69.6%-53.7pp |
| Annual return | -3.38% | -5.57%+2.2pp | 650.59%-654.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $315 | $712-55.8% | $1,088-71.1% | $2,381-86.8% |
| Participant deferral / active EE | $511 | $1,263-59.5% | $1,874-72.7% | $3,470-85.3% |
| Admin fee / account holder | $774 | $2,759-72.0% | $3,082-74.9% | $4,888-84.2% |