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 | $30,074 | $32,117-6.4% | $71,086-57.7% | $64,186-53.1% |
| Participation rate | 46.9% | 42.7%+4.2pp | 54.7%-7.8pp | 69.6%-22.7pp |
| Annual return | -1.56% | -5.57%+4.0pp | 650.59%-652.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $252 | $712-64.7% | $1,088-76.9% | $2,381-89.4% |
| Participant deferral / active EE | $701 | $1,263-44.5% | $1,874-62.6% | $3,470-79.8% |
| Admin fee / account holder | $29,358 | $2,759+964.0% | $3,082+852.4% | $4,888+500.6% |