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 | $49,175 | $27,641+77.9% | $61,373-19.9% | $68,494-28.2% |
| Participation rate | 41.0% | 39.5%+1.5pp | 52.6%-11.5pp | 67.9%-26.9pp |
| Annual return | -16.03% | -13.24%-2.8pp | 338.61%-354.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $628 | $695-9.7% | $1,159-45.8% | $2,596-75.8% |
| Participant deferral / active EE | $3,079 | $1,263+143.7% | $2,125+44.9% | $4,027-23.5% |
| Admin fee / account holder | $822 | $2,010-59.1% | $2,130-61.4% | $5,403-84.8% |