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 | $41,531 | $28,109+47.8% | $71,086-41.6% | $56,287-26.2% |
| Participation rate | 15.5% | 40.4%-24.9pp | 54.7%-39.1pp | 69.9%-54.3pp |
| Annual return | 2.44% | -615.05%+617.5pp | 650.59%-648.1pp | -9.96%+12.4pp |
| Employer contribution / active EE | $382 | $558-31.5% | $1,088-64.9% | $2,111-81.9% |
| Participant deferral / active EE | $780 | $1,116-30.1% | $1,874-58.4% | $3,350-76.7% |
| Admin fee / account holder | $1,389 | $585+137.5% | $3,082-54.9% | $521+166.6% |