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 | $31,306 | $27,641+13.3% | $61,373-49.0% | $68,494-54.3% |
| Participation rate | 40.9% | 39.5%+1.4pp | 52.6%-11.7pp | 67.9%-27.0pp |
| Annual return | -16.33% | -13.24%-3.1pp | 338.61%-354.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,324 | $1,263+4.9% | $2,125-37.7% | $4,027-67.1% |
| Admin fee / account holder | $7,136 | $2,010+255.1% | $2,130+235.1% | $5,403+32.1% |