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 5-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 | $11,186 | $27,641-59.5% | $61,373-81.8% | $68,494-83.7% |
| Participation rate | 10.7% | 39.5%-28.8pp | 52.6%-41.9pp | 67.9%-57.2pp |
| Annual return | -19.06% | -13.24%-5.8pp | 338.61%-357.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $314 | $695-54.9% | $1,159-72.9% | $2,596-87.9% |
| Participant deferral / active EE | $929 | $1,263-26.5% | $2,125-56.3% | $4,027-76.9% |
| Admin fee / account holder | $1,048 | $2,010-47.9% | $2,130-50.8% | $5,403-80.6% |