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 | $8,643 | $45,863-81.2% | $77,024-88.8% | $68,494-87.4% |
| Participation rate | 62.5% | 55.9%+6.6pp | 67.9%-5.4pp | 67.9%-5.4pp |
| Annual return | -19.11% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,259 | $2,962-57.5% | $4,426-71.6% | $4,027-68.7% |
| Admin fee / account holder | $1,384 | $3,041-54.5% | $5,425-74.5% | $5,403-74.4% |