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 | $25,788 | $32,117-19.7% | $71,086-63.7% | $64,186-59.8% |
| Participation rate | 17.6% | 42.7%-25.1pp | 54.7%-37.0pp | 69.6%-51.9pp |
| Annual return | -5.10% | -5.57%+0.5pp | 650.59%-655.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $535 | $712-24.9% | $1,088-50.8% | $2,381-77.5% |
| Participant deferral / active EE | $1,310 | $1,263+3.7% | $1,874-30.1% | $3,470-62.3% |
| Admin fee / account holder | $3,523 | $2,759+27.7% | $3,082+14.3% | $4,888-27.9% |