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 | $9,792 | $27,641-64.6% | $61,373-84.0% | $68,494-85.7% |
| Participation rate | 14.1% | 39.5%-25.4pp | 52.6%-38.5pp | 67.9%-53.8pp |
| Annual return | -18.23% | -13.24%-5.0pp | 338.61%-356.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $317 | $695-54.4% | $1,159-72.6% | $2,596-87.8% |
| Participant deferral / active EE | $847 | $1,263-32.9% | $2,125-60.1% | $4,027-79.0% |
| Admin fee / account holder | $1,475 | $2,010-26.6% | $2,130-30.8% | $5,403-72.7% |