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 5-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 | $44,319 | $27,641+60.3% | $61,373-27.8% | $68,494-35.3% |
| Participation rate | 22.9% | 39.5%-16.6pp | 52.6%-29.7pp | 67.9%-45.0pp |
| Annual return | -13.02% | -13.24%+0.2pp | 338.61%-351.6pp | -7.84%-5.2pp |
| Employer contribution / active EE | $512 | $695-26.4% | $1,159-55.9% | $2,596-80.3% |
| Participant deferral / active EE | $1,581 | $1,263+25.2% | $2,125-25.6% | $4,027-60.7% |
| Admin fee / account holder | $3,007 | $2,010+49.6% | $2,130+41.2% | $5,403-44.3% |