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 9-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 | $52,385 | $27,641+89.5% | $61,373-14.6% | $68,494-23.5% |
| Participation rate | 61.8% | 39.5%+22.3pp | 52.6%+9.2pp | 67.9%-6.1pp |
| Annual return | -13.04% | -13.24%+0.2pp | 338.61%-351.7pp | -7.84%-5.2pp |
| Employer contribution / active EE | $599 | $695-13.8% | $1,159-48.3% | $2,596-76.9% |
| Participant deferral / active EE | $3,111 | $1,263+146.3% | $2,125+46.4% | $4,027-22.7% |
| Admin fee / account holder | $8,518 | $2,010+323.8% | $2,130+300.0% | $5,403+57.7% |