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 | $13,766 | $32,117-57.1% | $71,086-80.6% | $64,186-78.6% |
| Participation rate | 65.0% | 42.7%+22.3pp | 54.7%+10.3pp | 69.6%-4.6pp |
| Annual return | -9.18% | -5.57%-3.6pp | 650.59%-659.8pp | 7.63%-16.8pp |
| Employer contribution / active EE | $432 | $712-39.4% | $1,088-60.3% | $2,381-81.9% |
| Participant deferral / active EE | $1,012 | $1,263-19.9% | $1,874-46.0% | $3,470-70.8% |
| Admin fee / account holder | $407 | $2,759-85.3% | $3,082-86.8% | $4,888-91.7% |