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 | $12,980 | $27,641-53.0% | $61,373-78.9% | $68,494-81.0% |
| Participation rate | 34.9% | 39.5%-4.6pp | 52.6%-17.6pp | 67.9%-33.0pp |
| Annual return | -15.83% | -13.24%-2.6pp | 338.61%-354.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $415 | $695-40.3% | $1,159-64.2% | $2,596-84.0% |
| Participant deferral / active EE | $627 | $1,263-50.4% | $2,125-70.5% | $4,027-84.4% |
| Admin fee / account holder | $9,824 | $2,010+388.8% | $2,130+361.3% | $5,403+81.8% |