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 | $42,535 | $32,117+32.4% | $71,086-40.2% | $64,186-33.7% |
| Participation rate | 35.2% | 42.7%-7.5pp | 54.7%-19.4pp | 69.6%-34.4pp |
| Annual return | -5.32% | -5.57%+0.2pp | 650.59%-655.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $171 | $712-76.0% | $1,088-84.3% | $2,381-92.8% |
| Participant deferral / active EE | $1,162 | $1,263-8.0% | $1,874-38.0% | $3,470-66.5% |
| Admin fee / account holder | $7,676 | $2,759+178.2% | $3,082+149.0% | $4,888+57.0% |