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 7-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 | $30,315 | $27,641+9.7% | $61,373-50.6% | $68,494-55.7% |
| Participation rate | 0.0% | 39.5%-39.5pp | 52.6%-52.6pp | 67.9%-67.9pp |
| Annual return | -15.39% | -13.24%-2.1pp | 338.61%-354.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $412 | $695-40.8% | $1,159-64.5% | $2,596-84.1% |
| Participant deferral / active EE | $648 | $1,263-48.7% | $2,125-69.5% | $4,027-83.9% |
| Admin fee / account holder | $1,222 | $2,010-39.2% | $2,130-42.6% | $5,403-77.4% |