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 | $29,019 | $32,117-9.6% | $71,086-59.2% | $64,186-54.8% |
| Participation rate | 49.0% | 42.7%+6.3pp | 54.7%-5.7pp | 69.6%-20.6pp |
| Annual return | -8.17% | -5.57%-2.6pp | 650.59%-658.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,822 | $1,263+44.3% | $1,874-2.8% | $3,470-47.5% |
| Admin fee / account holder | $2,464 | $2,759-10.7% | $3,082-20.1% | $4,888-49.6% |