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 9-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 | $28,820 | $32,117-10.3% | $71,086-59.5% | $64,186-55.1% |
| Participation rate | 37.1% | 42.7%-5.6pp | 54.7%-17.5pp | 69.6%-32.4pp |
| Annual return | -3.60% | -5.57%+2.0pp | 650.59%-654.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $469 | $712-34.2% | $1,088-56.9% | $2,381-80.3% |
| Participant deferral / active EE | $998 | $1,263-21.0% | $1,874-46.7% | $3,470-71.2% |
| Admin fee / account holder | $24,128 | $2,759+774.5% | $3,082+682.8% | $4,888+393.6% |