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 | $9,100 | $27,641-67.1% | $61,373-85.2% | $68,494-86.7% |
| Participation rate | 37.8% | 39.5%-1.7pp | 52.6%-14.8pp | 67.9%-30.1pp |
| Annual return | -16.82% | -13.24%-3.6pp | 338.61%-355.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $280 | $695-59.8% | $1,159-75.9% | $2,596-89.2% |
| Participant deferral / active EE | $619 | $1,263-51.0% | $2,125-70.8% | $4,027-84.6% |
| Admin fee / account holder | $453 | $2,010-77.4% | $2,130-78.7% | $5,403-91.6% |