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 | $11,349 | $32,117-64.7% | $71,086-84.0% | $64,186-82.3% |
| Participation rate | 57.1% | 42.7%+14.4pp | 54.7%+2.5pp | 69.6%-12.4pp |
| Annual return | -9.21% | -5.57%-3.6pp | 650.59%-659.8pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,501 | $712+110.8% | $1,088+38.0% | $2,381-36.9% |
| Participant deferral / active EE | $1,915 | $1,263+51.6% | $1,874+2.2% | $3,470-44.8% |
| Admin fee / account holder | $2,084 | $2,759-24.5% | $3,082-32.4% | $4,888-57.4% |