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 | $21,054 | $27,641-23.8% | $61,373-65.7% | $68,494-69.3% |
| Participation rate | 61.0% | 39.5%+21.5pp | 52.6%+8.4pp | 67.9%-6.9pp |
| Annual return | -16.97% | -13.24%-3.7pp | 338.61%-355.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,173 | $695+68.6% | $1,159+1.1% | $2,596-54.8% |
| Participant deferral / active EE | $3,079 | $1,263+143.8% | $2,125+44.9% | $4,027-23.5% |
| Admin fee / account holder | $6,751 | $2,010+235.9% | $2,130+217.0% | $5,403+25.0% |