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 | $18,892 | $27,641-31.7% | $61,373-69.2% | $68,494-72.4% |
| Participation rate | 43.9% | 39.5%+4.4pp | 52.6%-8.7pp | 67.9%-24.0pp |
| Annual return | -18.79% | -13.24%-5.6pp | 338.61%-357.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $199 | $695-71.3% | $1,159-82.8% | $2,596-92.3% |
| Participant deferral / active EE | $1,246 | $1,263-1.4% | $2,125-41.4% | $4,027-69.1% |
| Admin fee / account holder | $2,625 | $2,010+30.6% | $2,130+23.3% | $5,403-51.4% |