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 6-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 | $51,649 | $27,641+86.9% | $61,373-15.8% | $68,494-24.6% |
| Participation rate | 15.6% | 39.5%-23.9pp | 52.6%-37.0pp | 67.9%-52.3pp |
| Annual return | -20.71% | -13.24%-7.5pp | 338.61%-359.3pp | -7.84%-12.9pp |
| Employer contribution / active EE | $445 | $695-36.0% | $1,159-61.6% | $2,596-82.9% |
| Participant deferral / active EE | $2,290 | $1,263+81.3% | $2,125+7.8% | $4,027-43.1% |
| Admin fee / account holder | $6,696 | $2,010+233.2% | $2,130+214.4% | $5,403+23.9% |