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 | $28,367 | $27,641+2.6% | $61,373-53.8% | $68,494-58.6% |
| Participation rate | 21.6% | 39.5%-17.9pp | 52.6%-30.9pp | 67.9%-46.3pp |
| Annual return | -20.39% | -13.24%-7.2pp | 338.61%-359.0pp | -7.84%-12.5pp |
| Employer contribution / active EE | $286 | $695-58.9% | $1,159-75.3% | $2,596-89.0% |
| Participant deferral / active EE | $1,446 | $1,263+14.4% | $2,125-32.0% | $4,027-64.1% |
| Admin fee / account holder | $849 | $2,010-57.8% | $2,130-60.1% | $5,403-84.3% |