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 | $22,839 | $27,641-17.4% | $61,373-62.8% | $68,494-66.7% |
| Participation rate | 66.7% | 39.5%+27.2pp | 52.6%+14.1pp | 67.9%-1.2pp |
| Annual return | -14.88% | -13.24%-1.6pp | 338.61%-353.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $914 | $695+31.5% | $1,159-21.1% | $2,596-64.8% |
| Participant deferral / active EE | $2,223 | $1,263+76.0% | $2,125+4.6% | $4,027-44.8% |
| Admin fee / account holder | $923 | $2,010-54.1% | $2,130-56.6% | $5,403-82.9% |