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 8-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 | $16,006 | $27,641-42.1% | $61,373-73.9% | $68,494-76.6% |
| Participation rate | 9.4% | 39.5%-30.1pp | 52.6%-43.2pp | 67.9%-58.5pp |
| Annual return | -18.86% | -13.24%-5.6pp | 338.61%-357.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $193 | $695-72.2% | $1,159-83.3% | $2,596-92.6% |
| Participant deferral / active EE | $451 | $1,263-64.3% | $2,125-78.8% | $4,027-88.8% |
| Admin fee / account holder | $8,114 | $2,010+303.7% | $2,130+281.0% | $5,403+50.2% |