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 | $37,665 | $54,350-30.7% | $82,719-54.5% | $68,494-45.0% |
| Participation rate | 43.3% | 63.9%-20.6pp | 72.6%-29.3pp | 67.9%-24.6pp |
| Annual return | -17.60% | -13.67%-3.9pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,973 | $2,218+34.1% | $3,009-1.2% | $2,596+14.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,417 | $4,395+68.8% | $5,329+39.2% | $5,403+37.3% |