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 | $29,953 | $32,117-6.7% | $71,086-57.9% | $64,186-53.3% |
| Participation rate | 34.3% | 42.7%-8.4pp | 54.7%-20.4pp | 69.6%-35.3pp |
| Annual return | -5.56% | -5.57%0pp | 650.59%-656.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $350 | $712-50.8% | $1,088-67.8% | $2,381-85.3% |
| Participant deferral / active EE | $792 | $1,263-37.3% | $1,874-57.7% | $3,470-77.2% |
| Admin fee / account holder | $3,899 | $2,759+41.3% | $3,082+26.5% | $4,888-20.2% |