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 | $82,265 | $27,641+197.6% | $61,373+34.0% | $68,494+20.1% |
| Participation rate | 21.7% | 39.5%-17.8pp | 52.6%-30.8pp | 67.9%-46.1pp |
| Annual return | -17.97% | -13.24%-4.7pp | 338.61%-356.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $108 | $695-84.5% | $1,159-90.7% | $2,596-95.8% |
| Participant deferral / active EE | $1,025 | $1,263-18.9% | $2,125-51.8% | $4,027-74.5% |
| Admin fee / account holder | $3,206 | $2,010+59.5% | $2,130+50.5% | $5,403-40.7% |