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 | $9,587 | $30,732-68.8% | $59,496-83.9% | $59,632-83.9% |
| Participation rate | 45.2% | 43.2%+2.0pp | 54.6%-9.4pp | 68.7%-23.5pp |
| Annual return | -3.16% | 4.47%-7.6pp | 182.05%-185.2pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $450 | $631-28.6% | $1,153-60.9% | $2,203-79.6% |
| Participant deferral / active EE | $2,125 | $1,183+79.7% | $1,829+16.2% | $3,192-33.4% |
| Admin fee / account holder | $2,760 | $2,136+29.2% | $2,232+23.6% | $4,297-35.8% |