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 | $65,109 | $27,641+135.6% | $61,373+6.1% | $68,494-4.9% |
| Participation rate | 28.0% | 39.5%-11.5pp | 52.6%-24.6pp | 67.9%-39.9pp |
| Annual return | -18.23% | -13.24%-5.0pp | 338.61%-356.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $649 | $695-6.7% | $1,159-44.0% | $2,596-75.0% |
| Participant deferral / active EE | $1,960 | $1,263+55.2% | $2,125-7.8% | $4,027-51.3% |
| Admin fee / account holder | $13,185 | $2,010+556.0% | $2,130+519.1% | $5,403+144.0% |