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 8-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 | $30,806 | $32,117-4.1% | $71,086-56.7% | $64,186-52.0% |
| Participation rate | 30.8% | 42.7%-11.9pp | 54.7%-23.9pp | 69.6%-38.8pp |
| Annual return | -8.85% | -5.57%-3.3pp | 650.59%-659.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $409 | $712-42.6% | $1,088-62.4% | $2,381-82.8% |
| Participant deferral / active EE | $657 | $1,263-48.0% | $1,874-64.9% | $3,470-81.1% |
| Admin fee / account holder | $4,168 | $2,759+51.0% | $3,082+35.2% | $4,888-14.7% |