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 | $20,426 | $26,549-23.1% | $61,373-66.7% | $66,914-69.5% |
| Participation rate | 29.4% | 38.1%-8.7pp | 52.6%-23.2pp | 69.8%-40.4pp |
| Annual return | -16.04% | -16.21%+0.2pp | 338.61%-354.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $381 | $651-41.5% | $1,159-67.1% | $2,544-85.0% |
| Participant deferral / active EE | $1,083 | $1,338-19.1% | $2,125-49.0% | $4,237-74.4% |
| Admin fee / account holder | $9,973 | $409+2340.8% | $2,130+368.3% | $593+1581.1% |