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 9-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 | $13,200 | $54,350-75.7% | $82,719-84.0% | $68,494-80.7% |
| Participation rate | 36.0% | 63.9%-27.9pp | 72.6%-36.6pp | 67.9%-31.9pp |
| Annual return | -9.68% | -13.67%+4.0pp | 701.18%-710.9pp | -7.84%-1.8pp |
| Employer contribution / active EE | $421 | $2,218-81.0% | $3,009-86.0% | $2,596-83.8% |
| Participant deferral / active EE | $1,142 | $3,246-64.8% | $4,395-74.0% | $4,027-71.6% |
| Admin fee / account holder | $319 | $4,395-92.7% | $5,329-94.0% | $5,403-94.1% |