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 | $28,795 | $32,117-10.3% | $71,086-59.5% | $64,186-55.1% |
| Participation rate | 18.2% | 42.7%-24.5pp | 54.7%-36.5pp | 69.6%-51.4pp |
| Annual return | -3.86% | -5.57%+1.7pp | 650.59%-654.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $719 | $712+1.0% | $1,088-33.9% | $2,381-69.8% |
| Participant deferral / active EE | $1,180 | $1,263-6.5% | $1,874-37.0% | $3,470-66.0% |
| Admin fee / account holder | $4,961 | $2,759+79.8% | $3,082+61.0% | $4,888+1.5% |