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 | $50,991 | $32,117+58.8% | $71,086-28.3% | $64,186-20.6% |
| Participation rate | 1.5% | 42.7%-41.2pp | 54.7%-53.1pp | 69.6%-68.1pp |
| Annual return | -6.00% | -5.57%-0.4pp | 650.59%-656.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $270 | $712-62.1% | $1,088-75.2% | $2,381-88.7% |
| Participant deferral / active EE | $534 | $1,263-57.7% | $1,874-71.5% | $3,470-84.6% |
| Admin fee / account holder | $1,987 | $2,759-28.0% | $3,082-35.5% | $4,888-59.3% |