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 | $7,833 | $27,641-71.7% | $61,373-87.2% | $68,494-88.6% |
| Participation rate | 24.6% | 39.5%-14.9pp | 52.6%-28.0pp | 67.9%-43.3pp |
| Annual return | -15.42% | -13.24%-2.2pp | 338.61%-354.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $148 | $695-78.7% | $1,159-87.2% | $2,596-94.3% |
| Participant deferral / active EE | $327 | $1,263-74.1% | $2,125-84.6% | $4,027-91.9% |
| Admin fee / account holder | $2,234 | $2,010+11.2% | $2,130+4.9% | $5,403-58.6% |