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 | $38,465 | $30,732+25.2% | $59,496-35.3% | $59,632-35.5% |
| Participation rate | 62.5% | 43.2%+19.3pp | 54.6%+7.9pp | 68.7%-6.2pp |
| Annual return | -0.42% | 4.47%-4.9pp | 182.05%-182.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $317 | $631-49.8% | $1,153-72.5% | $2,203-85.6% |
| Participant deferral / active EE | $2,846 | $1,183+140.6% | $1,829+55.6% | $3,192-10.8% |
| Admin fee / account holder | $3,228 | $2,136+51.1% | $2,232+44.6% | $4,297-24.9% |