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 | $37,858 | $27,641+37.0% | $61,373-38.3% | $68,494-44.7% |
| Participation rate | 21.9% | 39.5%-17.6pp | 52.6%-30.7pp | 67.9%-46.0pp |
| Annual return | -21.13% | -13.24%-7.9pp | 338.61%-359.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $609 | $695-12.4% | $1,159-47.5% | $2,596-76.5% |
| Participant deferral / active EE | $968 | $1,263-23.3% | $2,125-54.4% | $4,027-76.0% |
| Admin fee / account holder | $1,329 | $2,010-33.9% | $2,130-37.6% | $5,403-75.4% |