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 | $10,404 | $30,732-66.1% | $59,496-82.5% | $59,632-82.6% |
| Participation rate | 22.0% | 43.2%-21.3pp | 54.6%-32.6pp | 68.7%-46.7pp |
| Annual return | -0.03% | 4.47%-4.5pp | 182.05%-182.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $648 | $631+2.7% | $1,153-43.8% | $2,203-70.6% |
| Participant deferral / active EE | $1,196 | $1,183+1.1% | $1,829-34.6% | $3,192-62.5% |
| Admin fee / account holder | $3,743 | $2,136+75.2% | $2,232+67.7% | $4,297-12.9% |