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 | $58,768 | $32,117+83.0% | $71,086-17.3% | $64,186-8.4% |
| Participation rate | 29.9% | 42.7%-12.8pp | 54.7%-24.8pp | 69.6%-39.7pp |
| Annual return | -6.43% | -5.57%-0.9pp | 650.59%-657.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,525 | $1,263+20.8% | $1,874-18.6% | $3,470-56.0% |
| Admin fee / account holder | $1,235 | $2,759-55.3% | $3,082-59.9% | $4,888-74.7% |