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 | $13,202 | $27,641-52.2% | $61,373-78.5% | $68,494-80.7% |
| Participation rate | 48.4% | 39.5%+8.9pp | 52.6%-4.2pp | 67.9%-19.5pp |
| Annual return | -18.52% | -13.24%-5.3pp | 338.61%-357.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $704 | $695+1.3% | $1,159-39.3% | $2,596-72.9% |
| Participant deferral / active EE | $966 | $1,263-23.5% | $2,125-54.5% | $4,027-76.0% |
| Admin fee / account holder | $989 | $2,010-50.8% | $2,130-53.6% | $5,403-81.7% |