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 | $21,917 | $27,641-20.7% | $61,373-64.3% | $68,494-68.0% |
| Participation rate | 42.9% | 39.5%+3.4pp | 52.6%-9.7pp | 67.9%-25.0pp |
| Annual return | -20.63% | -13.24%-7.4pp | 338.61%-359.2pp | -7.84%-12.8pp |
| Employer contribution / active EE | $305 | $695-56.2% | $1,159-73.7% | $2,596-88.3% |
| Participant deferral / active EE | $517 | $1,263-59.0% | $2,125-75.7% | $4,027-87.2% |
| Admin fee / account holder | $2,009 | $2,010-0.1% | $2,130-5.7% | $5,403-62.8% |