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 | $3,715 | $27,641-86.6% | $61,373-93.9% | $68,494-94.6% |
| Participation rate | 28.9% | 39.5%-10.5pp | 52.6%-23.6pp | 67.9%-38.9pp |
| Annual return | -6.71% | -13.24%+6.5pp | 338.61%-345.3pp | -7.84%+1.1pp |
| Employer contribution / active EE | $97 | $695-86.0% | $1,159-91.6% | $2,596-96.2% |
| Participant deferral / active EE | $279 | $1,263-77.9% | $2,125-86.9% | $4,027-93.1% |
| Admin fee / account holder | $618 | $2,010-69.3% | $2,130-71.0% | $5,403-88.6% |