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 | $14,669 | $32,117-54.3% | $71,086-79.4% | $64,186-77.1% |
| Participation rate | 54.1% | 42.7%+11.4pp | 54.7%-0.6pp | 69.6%-15.5pp |
| Annual return | -6.87% | -5.57%-1.3pp | 650.59%-657.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $979 | $712+37.5% | $1,088-10.0% | $2,381-58.9% |
| Participant deferral / active EE | $1,420 | $1,263+12.5% | $1,874-24.2% | $3,470-59.1% |
| Admin fee / account holder | $1,510 | $2,759-45.3% | $3,082-51.0% | $4,888-69.1% |