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 | $63,666 | $27,641+130.3% | $61,373+3.7% | $68,494-7.0% |
| Participation rate | 17.3% | 39.5%-22.2pp | 52.6%-35.3pp | 67.9%-50.6pp |
| Annual return | -16.39% | -13.24%-3.1pp | 338.61%-355.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $98 | $695-85.9% | $1,159-91.6% | $2,596-96.2% |
| Participant deferral / active EE | $436 | $1,263-65.5% | $2,125-79.5% | $4,027-89.2% |
| Admin fee / account holder | $1,383 | $2,010-31.2% | $2,130-35.1% | $5,403-74.4% |