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 | $15,902 | $27,641-42.5% | $61,373-74.1% | $68,494-76.8% |
| Participation rate | 38.2% | 39.5%-1.3pp | 52.6%-14.4pp | 67.9%-29.7pp |
| Annual return | -18.30% | -13.24%-5.1pp | 338.61%-356.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $417 | $695-40.0% | $1,159-64.0% | $2,596-83.9% |
| Participant deferral / active EE | $877 | $1,263-30.6% | $2,125-58.7% | $4,027-78.2% |
| Admin fee / account holder | $1,066 | $2,010-47.0% | $2,130-49.9% | $5,403-80.3% |