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 4-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 | $14,884 | $54,229-72.6% | $70,092-78.8% | $68,494-78.3% |
| Participation rate | 31.1% | 64.5%-33.4pp | 70.5%-39.4pp | 67.9%-36.8pp |
| Annual return | -1.24% | -13.87%+12.6pp | 190.73%-192.0pp | -7.84%+6.6pp |
| Employer contribution / active EE | $661 | $2,018-67.3% | $2,559-74.2% | $2,596-74.6% |
| Participant deferral / active EE | $2,404 | $2,956-18.7% | $3,849-37.5% | $4,027-40.3% |
| Admin fee / account holder | $133,342 | $4,694+2740.5% | $6,267+2027.8% | $5,403+2368.0% |