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 5-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 | $18,229 | $26,549-31.3% | $61,373-70.3% | $66,914-72.8% |
| Participation rate | 9.8% | 38.1%-28.3pp | 52.6%-42.7pp | 69.8%-60.0pp |
| Annual return | -18.62% | -16.21%-2.4pp | 338.61%-357.2pp | 1.58%-20.2pp |
| Employer contribution / active EE | $176 | $651-73.1% | $1,159-84.9% | $2,544-93.1% |
| Participant deferral / active EE | $440 | $1,338-67.2% | $2,125-79.3% | $4,237-89.6% |
| Admin fee / account holder | $980 | $409+139.8% | $2,130-54.0% | $593+65.2% |