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 | $26,941 | $27,641-2.5% | $61,373-56.1% | $68,494-60.7% |
| Participation rate | 43.9% | 39.5%+4.4pp | 52.6%-8.7pp | 67.9%-24.0pp |
| Annual return | -19.93% | -13.24%-6.7pp | 338.61%-358.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,278 | $695+83.8% | $1,159+10.3% | $2,596-50.8% |
| Participant deferral / active EE | $2,339 | $1,263+85.2% | $2,125+10.1% | $4,027-41.9% |
| Admin fee / account holder | $739 | $2,010-63.3% | $2,130-65.3% | $5,403-86.3% |