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 | $34,586 | $26,549+30.3% | $61,373-43.6% | $66,914-48.3% |
| Participation rate | 63.6% | 38.1%+25.5pp | 52.6%+11.1pp | 69.8%-6.2pp |
| Annual return | -14.38% | -16.21%+1.8pp | 338.61%-353.0pp | 1.58%-16.0pp |
| Employer contribution / active EE | $712 | $651+9.2% | $1,159-38.6% | $2,544-72.0% |
| Participant deferral / active EE | $1,973 | $1,338+47.4% | $2,125-7.2% | $4,237-53.4% |
| Admin fee / account holder | $1,115 | $409+172.8% | $2,130-47.7% | $593+87.9% |