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 8-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 | $34,453 | $27,641+24.6% | $61,373-43.9% | $68,494-49.7% |
| Participation rate | 48.1% | 39.5%+8.7pp | 52.6%-4.4pp | 67.9%-19.7pp |
| Annual return | -14.31% | -13.24%-1.1pp | 338.61%-352.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,580 | $1,263+104.3% | $2,125+21.4% | $4,027-35.9% |
| Admin fee / account holder | $2,398 | $2,010+19.3% | $2,130+12.6% | $5,403-55.6% |