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 5-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 | $22,505 | $32,117-29.9% | $71,086-68.3% | $64,186-64.9% |
| Participation rate | 54.7% | 42.7%+12.0pp | 54.7%+0.1pp | 69.6%-14.9pp |
| Annual return | -5.94% | -5.57%-0.4pp | 650.59%-656.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $506 | $712-28.9% | $1,088-53.5% | $2,381-78.7% |
| Participant deferral / active EE | $724 | $1,263-42.7% | $1,874-61.4% | $3,470-79.1% |
| Admin fee / account holder | $1,410 | $2,759-48.9% | $3,082-54.3% | $4,888-71.2% |