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 | $44,433 | $32,117+38.3% | $71,086-37.5% | $64,186-30.8% |
| Participation rate | 34.7% | 42.7%-8.0pp | 54.7%-20.0pp | 69.6%-34.9pp |
| Annual return | -8.94% | -5.57%-3.4pp | 650.59%-659.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $623 | $712-12.6% | $1,088-42.8% | $2,381-73.9% |
| Participant deferral / active EE | $1,021 | $1,263-19.2% | $1,874-45.5% | $3,470-70.6% |
| Admin fee / account holder | $365 | $2,759-86.8% | $3,082-88.2% | $4,888-92.5% |