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 | $14,889 | $54,350-72.6% | $82,719-82.0% | $68,494-78.3% |
| Participation rate | 29.3% | 63.9%-34.6pp | 72.6%-43.3pp | 67.9%-38.6pp |
| Annual return | -4.00% | -13.67%+9.7pp | 701.18%-705.2pp | -7.84%+3.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,137 | $3,246-65.0% | $4,395-74.1% | $4,027-71.8% |
| Admin fee / account holder | $2,077 | $4,395-52.7% | $5,329-61.0% | $5,403-61.6% |