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 | $27,426 | $27,641-0.8% | $61,373-55.3% | $68,494-60.0% |
| Participation rate | 64.5% | 39.5%+25.0pp | 52.6%+11.9pp | 67.9%-3.4pp |
| Annual return | -12.15% | -13.24%+1.1pp | 338.61%-350.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $881 | $695+26.6% | $1,159-24.0% | $2,596-66.1% |
| Participant deferral / active EE | $2,528 | $1,263+100.1% | $2,125+19.0% | $4,027-37.2% |
| Admin fee / account holder | $13,805 | $2,010+586.8% | $2,130+548.2% | $5,403+155.5% |