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 10-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 | $12,083 | $27,641-56.3% | $61,373-80.3% | $68,494-82.4% |
| Participation rate | 34.0% | 39.5%-5.5pp | 52.6%-18.6pp | 67.9%-33.9pp |
| Annual return | -15.68% | -13.24%-2.4pp | 338.61%-354.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $778 | $695+11.9% | $1,159-32.9% | $2,596-70.0% |
| Participant deferral / active EE | $1,519 | $1,263+20.2% | $2,125-28.5% | $4,027-62.3% |
| Admin fee / account holder | $1,097 | $2,010-45.4% | $2,130-48.5% | $5,403-79.7% |