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 | $22,088 | $64,707-65.9% | $112,228-80.3% | $68,494-67.8% |
| Participation rate | 48.6% | 67.2%-18.5pp | 75.1%-26.4pp | 67.9%-19.2pp |
| Annual return | 135.36% | -11.40%+146.8pp | 27.45%+107.9pp | -7.84%+143.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,902 | $3,565-46.6% | $4,728-59.8% | $4,027-52.8% |
| Admin fee / account holder | $3,024 | $5,232-42.2% | $6,410-52.8% | $5,403-44.0% |