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 | $21,752 | $28,109-22.6% | $71,086-69.4% | $56,287-61.4% |
| Participation rate | 29.1% | 40.4%-11.3pp | 54.7%-25.6pp | 69.9%-40.8pp |
| Annual return | -4.90% | -615.05%+610.2pp | 650.59%-655.5pp | -9.96%+5.1pp |
| Employer contribution / active EE | $542 | $558-2.8% | $1,088-50.1% | $2,111-74.3% |
| Participant deferral / active EE | $1,042 | $1,116-6.6% | $1,874-44.4% | $3,350-68.9% |
| Admin fee / account holder | $1,268 | $585+116.8% | $3,082-58.9% | $521+143.4% |