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 | $58,807 | $27,641+112.8% | $61,373-4.2% | $68,494-14.1% |
| Participation rate | 32.8% | 39.5%-6.7pp | 52.6%-19.8pp | 67.9%-35.1pp |
| Annual return | -8.39% | -13.24%+4.8pp | 338.61%-347.0pp | -7.84%-0.5pp |
| Employer contribution / active EE | $187 | $695-73.1% | $1,159-83.8% | $2,596-92.8% |
| Participant deferral / active EE | $958 | $1,263-24.2% | $2,125-54.9% | $4,027-76.2% |
| Admin fee / account holder | $3,981 | $2,010+98.0% | $2,130+86.9% | $5,403-26.3% |