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 | $77,016 | $26,549+190.1% | $61,373+25.5% | $66,914+15.1% |
| Participation rate | 13.8% | 38.1%-24.2pp | 52.6%-38.7pp | 69.8%-56.0pp |
| Annual return | -17.53% | -16.21%-1.3pp | 338.61%-356.1pp | 1.58%-19.1pp |
| Employer contribution / active EE | $184 | $651-71.7% | $1,159-84.1% | $2,544-92.8% |
| Participant deferral / active EE | $693 | $1,338-48.2% | $2,125-67.4% | $4,237-83.6% |
| Admin fee / account holder | $3,143 | $409+669.3% | $2,130+47.6% | $593+429.8% |