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 8-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 | $16,922 | $27,641-38.8% | $61,373-72.4% | $68,494-75.3% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -15.84% | -13.24%-2.6pp | 338.61%-354.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $488 | $695-29.8% | $1,159-57.9% | $2,596-81.2% |
| Participant deferral / active EE | $1,514 | $1,263+19.9% | $2,125-28.7% | $4,027-62.4% |
| Admin fee / account holder | $871 | $2,010-56.7% | $2,130-59.1% | $5,403-83.9% |