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 | $11,896 | $32,117-63.0% | $71,086-83.3% | $64,186-81.5% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -8.28% | -5.57%-2.7pp | 650.59%-658.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $329 | $712-53.8% | $1,088-69.8% | $2,381-86.2% |
| Participant deferral / active EE | $524 | $1,263-58.5% | $1,874-72.0% | $3,470-84.9% |
| Admin fee / account holder | $554 | $2,759-79.9% | $3,082-82.0% | $4,888-88.7% |