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 | $11,802 | $54,350-78.3% | $82,719-85.7% | $68,494-82.8% |
| Participation rate | 23.5% | 63.9%-40.4pp | 72.6%-49.0pp | 67.9%-44.4pp |
| Annual return | -14.58% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $475 | $2,218-78.6% | $3,009-84.2% | $2,596-81.7% |
| Participant deferral / active EE | $919 | $3,246-71.7% | $4,395-79.1% | $4,027-77.2% |
| Admin fee / account holder | $6,036 | $4,395+37.3% | $5,329+13.3% | $5,403+11.7% |