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 | $23,333 | $27,641-15.6% | $61,373-62.0% | $68,494-65.9% |
| Participation rate | 35.1% | 39.5%-4.4pp | 52.6%-17.4pp | 67.9%-32.8pp |
| Annual return | -16.79% | -13.24%-3.6pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $557 | $1,263-55.9% | $2,125-73.8% | $4,027-86.2% |
| Admin fee / account holder | $2,280 | $2,010+13.4% | $2,130+7.1% | $5,403-57.8% |