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 | $56,642 | $27,641+104.9% | $61,373-7.7% | $68,494-17.3% |
| Participation rate | 18.4% | 39.5%-21.1pp | 52.6%-34.2pp | 67.9%-49.5pp |
| Annual return | -16.11% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $290 | $695-58.3% | $1,159-75.0% | $2,596-88.8% |
| Participant deferral / active EE | $290 | $1,263-77.0% | $2,125-86.4% | $4,027-92.8% |
| Admin fee / account holder | $988 | $2,010-50.9% | $2,130-53.6% | $5,403-81.7% |