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 6-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 | $18,968 | $27,641-31.4% | $61,373-69.1% | $68,494-72.3% |
| Participation rate | 43.5% | 39.5%+4.1pp | 52.6%-9.0pp | 67.9%-24.3pp |
| Annual return | -16.00% | -13.24%-2.8pp | 338.61%-354.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $690 | $695-0.8% | $1,159-40.5% | $2,596-73.4% |
| Participant deferral / active EE | $1,770 | $1,263+40.1% | $2,125-16.7% | $4,027-56.1% |
| Admin fee / account holder | $8,975 | $2,010+346.5% | $2,130+321.4% | $5,403+66.1% |