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 | $48,993 | $32,117+52.5% | $71,086-31.1% | $64,186-23.7% |
| Participation rate | 40.8% | 42.7%-1.9pp | 54.7%-13.8pp | 69.6%-28.8pp |
| Annual return | -4.09% | -5.57%+1.5pp | 650.59%-654.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $276 | $712-61.3% | $1,088-74.7% | $2,381-88.4% |
| Participant deferral / active EE | $638 | $1,263-49.5% | $1,874-66.0% | $3,470-81.6% |
| Admin fee / account holder | $20,717 | $2,759+650.8% | $3,082+572.1% | $4,888+323.8% |