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 | $23,443 | $32,117-27.0% | $71,086-67.0% | $64,186-63.5% |
| Participation rate | 49.1% | 42.7%+6.4pp | 54.7%-5.6pp | 69.6%-20.5pp |
| Annual return | 9.66% | -5.57%+15.2pp | 650.59%-640.9pp | 7.63%+2.0pp |
| Employer contribution / active EE | $685 | $712-3.9% | $1,088-37.1% | $2,381-71.2% |
| Participant deferral / active EE | $1,638 | $1,263+29.7% | $1,874-12.6% | $3,470-52.8% |
| Admin fee / account holder | $474 | $2,759-82.8% | $3,082-84.6% | $4,888-90.3% |