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 | $71,921 | $27,641+160.2% | $61,373+17.2% | $68,494+5.0% |
| Participation rate | 30.8% | 39.5%-8.7pp | 52.6%-21.8pp | 67.9%-37.1pp |
| Annual return | -14.94% | -13.24%-1.7pp | 338.61%-353.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $500 | $695-28.1% | $1,159-56.9% | $2,596-80.7% |
| Participant deferral / active EE | $1,206 | $1,263-4.5% | $2,125-43.2% | $4,027-70.1% |
| Admin fee / account holder | $9,270 | $2,010+361.2% | $2,130+335.3% | $5,403+71.6% |