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 7-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 | $15,731 | $54,350-71.1% | $82,719-81.0% | $68,494-77.0% |
| Participation rate | 56.7% | 63.9%-7.3pp | 72.6%-15.9pp | 67.9%-11.2pp |
| Annual return | -16.00% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,474 | $2,218-33.6% | $3,009-51.0% | $2,596-43.2% |
| Participant deferral / active EE | $2,522 | $3,246-22.3% | $4,395-42.6% | $4,027-37.4% |
| Admin fee / account holder | $571 | $4,395-87.0% | $5,329-89.3% | $5,403-89.4% |