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 | $39,056 | $27,641+41.3% | $61,373-36.4% | $68,494-43.0% |
| Participation rate | 59.5% | 39.5%+20.0pp | 52.6%+6.9pp | 67.9%-8.4pp |
| Annual return | -17.64% | -13.24%-4.4pp | 338.61%-356.2pp | -7.84%-9.8pp |
| Employer contribution / active EE | $885 | $695+27.2% | $1,159-23.7% | $2,596-65.9% |
| Participant deferral / active EE | $4,512 | $1,263+257.2% | $2,125+112.3% | $4,027+12.0% |
| Admin fee / account holder | $13,869 | $2,010+590.0% | $2,130+551.2% | $5,403+156.7% |