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 | $24,755 | $65,061-62.0% | $143,757-82.8% | $66,914-63.0% |
| Participation rate | 65.4% | 65.2%+0.2pp | 80.3%-14.9pp | 69.8%-4.4pp |
| Annual return | -15.96% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $894 | $2,361-62.1% | $4,951-82.0% | $2,544-64.9% |
| Participant deferral / active EE | $2,151 | $2,919-26.3% | $5,637-61.8% | $4,237-49.2% |
| Admin fee / account holder | $2,605 | $502+419.0% | $14,673-82.2% | $593+339.1% |