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 | $30,515 | $32,117-5.0% | $71,086-57.1% | $64,186-52.5% |
| Participation rate | 26.9% | 42.7%-15.8pp | 54.7%-27.7pp | 69.6%-42.6pp |
| Annual return | -4.42% | -5.57%+1.2pp | 650.59%-655.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $612 | $712-14.0% | $1,088-43.7% | $2,381-74.3% |
| Participant deferral / active EE | $2,621 | $1,263+107.6% | $1,874+39.9% | $3,470-24.4% |
| Admin fee / account holder | $1,904 | $2,759-31.0% | $3,082-38.2% | $4,888-61.1% |