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 | $19,128 | $30,732-37.8% | $59,496-67.8% | $59,632-67.9% |
| Participation rate | 60.0% | 43.2%+16.8pp | 54.6%+5.4pp | 68.7%-8.7pp |
| Annual return | -2.38% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $326 | $631-48.3% | $1,153-71.7% | $2,203-85.2% |
| Participant deferral / active EE | $2,222 | $1,183+87.8% | $1,829+21.5% | $3,192-30.4% |
| Admin fee / account holder | $544 | $2,136-74.5% | $2,232-75.6% | $4,297-87.3% |