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 | $12,905 | $32,117-59.8% | $71,086-81.8% | $64,186-79.9% |
| Participation rate | 55.6% | 42.7%+12.9pp | 54.7%+0.9pp | 69.6%-14.0pp |
| Annual return | -9.63% | -5.57%-4.1pp | 650.59%-660.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,640 | $712+270.6% | $1,088+142.7% | $2,381+10.9% |
| Participant deferral / active EE | $1,845 | $1,263+46.1% | $1,874-1.6% | $3,470-46.8% |
| Admin fee / account holder | $832 | $2,759-69.8% | $3,082-73.0% | $4,888-83.0% |