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 | $11,839 | $27,641-57.2% | $61,373-80.7% | $68,494-82.7% |
| Participation rate | 41.5% | 39.5%+2.0pp | 52.6%-11.1pp | 67.9%-26.4pp |
| Annual return | -20.83% | -13.24%-7.6pp | 338.61%-359.4pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $675 | $1,263-46.6% | $2,125-68.2% | $4,027-83.2% |
| Admin fee / account holder | $424 | $2,010-78.9% | $2,130-80.1% | $5,403-92.1% |