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 | $17,145 | $59,107-71.0% | $86,436-80.2% | $68,494-75.0% |
| Participation rate | 44.4% | 75.2%-30.8pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -15.62% | -0.23%-15.4pp | 4394.89%-4410.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,469 | $2,519-41.7% | $3,769-61.0% | $2,596-43.4% |
| Participant deferral / active EE | $2,905 | $5,901-50.8% | $6,952-58.2% | $4,027-27.9% |
| Admin fee / account holder | $3,888 | $5,637-31.0% | $6,731-42.2% | $5,403-28.0% |