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 | $7,947 | $27,641-71.2% | $61,373-87.1% | $68,494-88.4% |
| Participation rate | 13.8% | 39.5%-25.6pp | 52.6%-38.7pp | 67.9%-54.0pp |
| Annual return | -8.46% | -13.24%+4.8pp | 338.61%-347.1pp | -7.84%-0.6pp |
| Employer contribution / active EE | $219 | $695-68.5% | $1,159-81.1% | $2,596-91.6% |
| Participant deferral / active EE | $433 | $1,263-65.8% | $2,125-79.6% | $4,027-89.3% |
| Admin fee / account holder | $14,677 | $2,010+630.2% | $2,130+589.2% | $5,403+171.7% |