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 8-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 | $37,661 | $32,117+17.3% | $71,086-47.0% | $64,186-41.3% |
| Participation rate | 30.9% | 42.7%-11.8pp | 54.7%-23.7pp | 69.6%-38.7pp |
| Annual return | -4.70% | -5.57%+0.9pp | 650.59%-655.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $124 | $712-82.6% | $1,088-88.6% | $2,381-94.8% |
| Participant deferral / active EE | $630 | $1,263-50.1% | $1,874-66.4% | $3,470-81.8% |
| Admin fee / account holder | $568 | $2,759-79.4% | $3,082-81.6% | $4,888-88.4% |