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 | $27,140 | $25,979+4.5% | $71,735-62.2% | $68,494-60.4% |
| Participation rate | 19.6% | 54.5%-34.9pp | 62.3%-42.7pp | 67.9%-48.3pp |
| Annual return | -16.63% | -15.10%-1.5pp | 9.14%-25.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $402 | $900-55.4% | $1,704-76.4% | $2,596-84.5% |
| Participant deferral / active EE | $639 | $1,522-58.0% | $2,658-76.0% | $4,027-84.1% |
| Admin fee / account holder | $4,000 | $2,022+97.9% | $3,974+0.7% | $5,403-26.0% |