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 | $18,202 | $27,641-34.1% | $61,373-70.3% | $68,494-73.4% |
| Participation rate | 17.5% | 39.5%-21.9pp | 52.6%-35.0pp | 67.9%-50.3pp |
| Annual return | -14.67% | -13.24%-1.4pp | 338.61%-353.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,367 | $1,263+8.2% | $2,125-35.7% | $4,027-66.0% |
| Admin fee / account holder | $10,486 | $2,010+421.7% | $2,130+392.4% | $5,403+94.1% |