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 | $21,455 | $27,641-22.4% | $61,373-65.0% | $68,494-68.7% |
| Participation rate | 63.6% | 39.5%+24.1pp | 52.6%+11.1pp | 67.9%-4.3pp |
| Annual return | -16.79% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,178 | $695+69.3% | $1,159+1.6% | $2,596-54.6% |
| Participant deferral / active EE | $2,159 | $1,263+71.0% | $2,125+1.6% | $4,027-46.4% |
| Admin fee / account holder | $882 | $2,010-56.1% | $2,130-58.6% | $5,403-83.7% |