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 | $28,452 | $32,117-11.4% | $71,086-60.0% | $64,186-55.7% |
| Participation rate | 36.8% | 42.7%-5.9pp | 54.7%-17.8pp | 69.6%-32.7pp |
| Annual return | -8.96% | -5.57%-3.4pp | 650.59%-659.6pp | 7.63%-16.6pp |
| Employer contribution / active EE | $177 | $712-75.1% | $1,088-83.7% | $2,381-92.6% |
| Participant deferral / active EE | $1,590 | $1,263+25.9% | $1,874-15.2% | $3,470-54.2% |
| Admin fee / account holder | $7,820 | $2,759+183.4% | $3,082+153.7% | $4,888+60.0% |