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 3-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 | $22,814 | $54,350-58.0% | $82,719-72.4% | $68,494-66.7% |
| Participation rate | 48.1% | 63.9%-15.8pp | 72.6%-24.4pp | 67.9%-19.7pp |
| Annual return | -12.02% | -13.67%+1.6pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $518 | $2,218-76.6% | $3,009-82.8% | $2,596-80.0% |
| Participant deferral / active EE | $1,066 | $3,246-67.2% | $4,395-75.8% | $4,027-73.5% |
| Admin fee / account holder | $1,591 | $4,395-63.8% | $5,329-70.1% | $5,403-70.6% |