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 | $14,496 | $27,641-47.6% | $61,373-76.4% | $68,494-78.8% |
| Participation rate | 13.6% | 39.5%-25.9pp | 52.6%-38.9pp | 67.9%-54.3pp |
| Annual return | -14.77% | -13.24%-1.5pp | 338.61%-353.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $469 | $1,263-62.9% | $2,125-78.0% | $4,027-88.4% |
| Admin fee / account holder | $3,788 | $2,010+88.4% | $2,130+77.8% | $5,403-29.9% |