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 | $36,136 | $32,117+12.5% | $71,086-49.2% | $64,186-43.7% |
| Participation rate | 31.7% | 42.7%-11.0pp | 54.7%-22.9pp | 69.6%-37.9pp |
| Annual return | -1.77% | -5.57%+3.8pp | 650.59%-652.4pp | 7.63%-9.4pp |
| Employer contribution / active EE | $232 | $712-67.5% | $1,088-78.7% | $2,381-90.3% |
| Participant deferral / active EE | $604 | $1,263-52.2% | $1,874-67.8% | $3,470-82.6% |
| Admin fee / account holder | $10,080 | $2,759+265.3% | $3,082+227.0% | $4,888+106.2% |