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 | $24,538 | $32,117-23.6% | $71,086-65.5% | $64,186-61.8% |
| Participation rate | 56.8% | 42.7%+14.1pp | 54.7%+2.2pp | 69.6%-12.8pp |
| Annual return | -8.18% | -5.57%-2.6pp | 650.59%-658.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $656 | $712-7.9% | $1,088-39.7% | $2,381-72.5% |
| Participant deferral / active EE | $927 | $1,263-26.6% | $1,874-50.5% | $3,470-73.3% |
| Admin fee / account holder | $1,120 | $2,759-59.4% | $3,082-63.7% | $4,888-77.1% |