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 | $13,227 | $30,732-57.0% | $59,496-77.8% | $59,632-77.8% |
| Participation rate | 45.7% | 43.2%+2.4pp | 54.6%-8.9pp | 68.7%-23.0pp |
| Annual return | -2.37% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $328 | $631-48.0% | $1,153-71.5% | $2,203-85.1% |
| Participant deferral / active EE | $583 | $1,183-50.7% | $1,829-68.1% | $3,192-81.7% |
| Admin fee / account holder | $1,639 | $2,136-23.3% | $2,232-26.6% | $4,297-61.8% |