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 5-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 | $8,120 | $27,641-70.6% | $61,373-86.8% | $68,494-88.1% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -20.12% | -13.24%-6.9pp | 338.61%-358.7pp | -7.84%-12.3pp |
| Employer contribution / active EE | $949 | $695+36.4% | $1,159-18.2% | $2,596-63.5% |
| Participant deferral / active EE | $1,446 | $1,263+14.5% | $2,125-31.9% | $4,027-64.1% |
| Admin fee / account holder | $892 | $2,010-55.6% | $2,130-58.1% | $5,403-83.5% |