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 | $19,383 | $32,117-39.6% | $71,086-72.7% | $64,186-69.8% |
| Participation rate | 45.9% | 42.7%+3.2pp | 54.7%-8.7pp | 69.6%-23.6pp |
| Annual return | -5.35% | -5.57%+0.2pp | 650.59%-655.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,242 | $1,263-1.7% | $1,874-33.7% | $3,470-64.2% |
| Admin fee / account holder | $5,936 | $2,759+115.1% | $3,082+92.6% | $4,888+21.4% |