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 | $27,394 | $27,641-0.9% | $61,373-55.4% | $68,494-60.0% |
| Participation rate | 13.0% | 39.5%-26.4pp | 52.6%-39.5pp | 67.9%-54.8pp |
| Annual return | -12.07% | -13.24%+1.2pp | 338.61%-350.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $267 | $695-61.7% | $1,159-77.0% | $2,596-89.7% |
| Participant deferral / active EE | $630 | $1,263-50.1% | $2,125-70.3% | $4,027-84.3% |
| Admin fee / account holder | $402 | $2,010-80.0% | $2,130-81.1% | $5,403-92.6% |