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 7-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 | $3,761 | $27,641-86.4% | $61,373-93.9% | $68,494-94.5% |
| Participation rate | 23.7% | 39.5%-15.8pp | 52.6%-28.9pp | 67.9%-44.2pp |
| Annual return | -3.03% | -13.24%+10.2pp | 338.61%-341.6pp | -7.84%+4.8pp |
| Employer contribution / active EE | $202 | $695-70.9% | $1,159-82.5% | $2,596-92.2% |
| Participant deferral / active EE | $345 | $1,263-72.7% | $2,125-83.8% | $4,027-91.4% |
| Admin fee / account holder | $1,741 | $2,010-13.4% | $2,130-18.3% | $5,403-67.8% |