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 | $24,381 | $27,641-11.8% | $61,373-60.3% | $68,494-64.4% |
| Participation rate | 48.4% | 39.5%+8.9pp | 52.6%-4.2pp | 67.9%-19.5pp |
| Annual return | -16.50% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $879 | $1,263-30.4% | $2,125-58.6% | $4,027-78.2% |
| Admin fee / account holder | $2,708 | $2,010+34.7% | $2,130+27.1% | $5,403-49.9% |