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 | $14,598 | $32,117-54.5% | $71,086-79.5% | $64,186-77.3% |
| Participation rate | 12.8% | 42.7%-29.9pp | 54.7%-41.9pp | 69.6%-56.8pp |
| Annual return | -9.93% | -5.57%-4.4pp | 650.59%-660.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $262 | $712-63.3% | $1,088-76.0% | $2,381-89.0% |
| Participant deferral / active EE | $775 | $1,263-38.7% | $1,874-58.7% | $3,470-77.7% |
| Admin fee / account holder | $637 | $2,759-76.9% | $3,082-79.3% | $4,888-87.0% |