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 | $22,756 | $27,641-17.7% | $61,373-62.9% | $68,494-66.8% |
| Participation rate | 37.9% | 39.5%-1.6pp | 52.6%-14.6pp | 67.9%-30.0pp |
| Annual return | -14.95% | -13.24%-1.7pp | 338.61%-353.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $762 | $1,263-39.7% | $2,125-64.1% | $4,027-81.1% |
| Admin fee / account holder | $7,745 | $2,010+285.3% | $2,130+263.7% | $5,403+43.4% |