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 | $38,079 | $32,117+18.6% | $71,086-46.4% | $64,186-40.7% |
| Participation rate | 51.9% | 42.7%+9.2pp | 54.7%-2.8pp | 69.6%-17.7pp |
| Annual return | -9.87% | -5.57%-4.3pp | 650.59%-660.5pp | 7.63%-17.5pp |
| Employer contribution / active EE | $789 | $712+10.8% | $1,088-27.5% | $2,381-66.9% |
| Participant deferral / active EE | $1,944 | $1,263+53.9% | $1,874+3.7% | $3,470-44.0% |
| Admin fee / account holder | $7,350 | $2,759+166.4% | $3,082+138.5% | $4,888+50.4% |