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 | $49,888 | $32,117+55.3% | $71,086-29.8% | $64,186-22.3% |
| Participation rate | 26.6% | 42.7%-16.1pp | 54.7%-28.1pp | 69.6%-43.0pp |
| Annual return | -4.51% | -5.57%+1.1pp | 650.59%-655.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $227 | $712-68.1% | $1,088-79.1% | $2,381-90.5% |
| Participant deferral / active EE | $1,268 | $1,263+0.4% | $1,874-32.4% | $3,470-63.5% |
| Admin fee / account holder | $1,440 | $2,759-47.8% | $3,082-53.3% | $4,888-70.5% |