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 | $55,609 | $27,641+101.2% | $61,373-9.4% | $68,494-18.8% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -19.66% | -13.24%-6.4pp | 338.61%-358.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $536 | $695-22.9% | $1,159-53.7% | $2,596-79.3% |
| Participant deferral / active EE | $2,866 | $1,263+126.9% | $2,125+34.9% | $4,027-28.8% |
| Admin fee / account holder | $781 | $2,010-61.2% | $2,130-63.3% | $5,403-85.6% |