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 | $26,244 | $32,117-18.3% | $71,086-63.1% | $64,186-59.1% |
| Participation rate | 46.3% | 42.7%+3.6pp | 54.7%-8.3pp | 69.6%-23.2pp |
| Annual return | -5.13% | -5.57%+0.4pp | 650.59%-655.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $421 | $712-40.9% | $1,088-61.3% | $2,381-82.3% |
| Participant deferral / active EE | $513 | $1,263-59.4% | $1,874-72.6% | $3,470-85.2% |
| Admin fee / account holder | $751 | $2,759-72.8% | $3,082-75.6% | $4,888-84.6% |