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 | $44,806 | $27,641+62.1% | $61,373-27.0% | $68,494-34.6% |
| Participation rate | 5.5% | 39.5%-34.0pp | 52.6%-47.1pp | 67.9%-62.4pp |
| Annual return | -20.93% | -13.24%-7.7pp | 338.61%-359.5pp | -7.84%-13.1pp |
| Employer contribution / active EE | $102 | $695-85.4% | $1,159-91.2% | $2,596-96.1% |
| Participant deferral / active EE | $432 | $1,263-65.8% | $2,125-79.7% | $4,027-89.3% |
| Admin fee / account holder | $5,475 | $2,010+172.4% | $2,130+157.1% | $5,403+1.3% |