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 | $32,087 | $54,350-41.0% | $82,719-61.2% | $68,494-53.2% |
| Participation rate | 15.1% | 63.9%-48.9pp | 72.6%-57.5pp | 67.9%-52.8pp |
| Annual return | -16.09% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $945 | $3,246-70.9% | $4,395-78.5% | $4,027-76.5% |
| Admin fee / account holder | $2,390 | $4,395-45.6% | $5,329-55.1% | $5,403-55.8% |