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 | $29,332 | $27,641+6.1% | $61,373-52.2% | $68,494-57.2% |
| Participation rate | 48.3% | 39.5%+8.8pp | 52.6%-4.3pp | 67.9%-19.6pp |
| Annual return | -4.96% | -13.24%+8.3pp | 338.61%-343.6pp | -7.84%+2.9pp |
| Employer contribution / active EE | $1,283 | $695+84.5% | $1,159+10.7% | $2,596-50.6% |
| Participant deferral / active EE | $1,799 | $1,263+42.4% | $2,125-15.3% | $4,027-55.3% |
| Admin fee / account holder | $372 | $2,010-81.5% | $2,130-82.5% | $5,403-93.1% |