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 | $10,158 | $32,117-68.4% | $71,086-85.7% | $64,186-84.2% |
| Participation rate | 68.0% | 42.7%+25.3pp | 54.7%+13.3pp | 69.6%-1.6pp |
| Annual return | -4.87% | -5.57%+0.7pp | 650.59%-655.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $646 | $712-9.2% | $1,088-40.6% | $2,381-72.9% |
| Participant deferral / active EE | $1,687 | $1,263+33.6% | $1,874-10.0% | $3,470-51.4% |
| Admin fee / account holder | $1,266 | $2,759-54.1% | $3,082-58.9% | $4,888-74.1% |