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 | $14,140 | $32,117-56.0% | $71,086-80.1% | $64,186-78.0% |
| Participation rate | 44.3% | 42.7%+1.6pp | 54.7%-10.4pp | 69.6%-25.3pp |
| Annual return | -4.57% | -5.57%+1.0pp | 650.59%-655.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $459 | $1,263-63.7% | $1,874-75.5% | $3,470-86.8% |
| Admin fee / account holder | $895 | $2,759-67.6% | $3,082-71.0% | $4,888-81.7% |