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 4-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 | $10,401 | $54,350-80.9% | $82,719-87.4% | $68,494-84.8% |
| Participation rate | 61.1% | 63.9%-2.8pp | 72.6%-11.4pp | 67.9%-6.8pp |
| Annual return | -14.17% | -13.67%-0.5pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $927 | $2,218-58.2% | $3,009-69.2% | $2,596-64.3% |
| Participant deferral / active EE | $1,293 | $3,246-60.2% | $4,395-70.6% | $4,027-67.9% |
| Admin fee / account holder | $3,738 | $4,395-15.0% | $5,329-29.9% | $5,403-30.8% |