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 | $21,360 | $27,641-22.7% | $61,373-65.2% | $68,494-68.8% |
| Participation rate | 21.4% | 39.5%-18.1pp | 52.6%-31.1pp | 67.9%-46.5pp |
| Annual return | -15.94% | -13.24%-2.7pp | 338.61%-354.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $449 | $695-35.4% | $1,159-61.3% | $2,596-82.7% |
| Participant deferral / active EE | $561 | $1,263-55.6% | $2,125-73.6% | $4,027-86.1% |
| Admin fee / account holder | $3,139 | $2,010+56.2% | $2,130+47.4% | $5,403-41.9% |