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 | $27,856 | $32,117-13.3% | $71,086-60.8% | $64,186-56.6% |
| Participation rate | 32.4% | 42.7%-10.3pp | 54.7%-22.2pp | 69.6%-37.1pp |
| Annual return | 5.64% | -5.57%+11.2pp | 650.59%-644.9pp | 7.63%-2.0pp |
| Employer contribution / active EE | $557 | $712-21.8% | $1,088-48.8% | $2,381-76.6% |
| Participant deferral / active EE | $790 | $1,263-37.5% | $1,874-57.9% | $3,470-77.2% |
| Admin fee / account holder | $697 | $2,759-74.7% | $3,082-77.4% | $4,888-85.7% |