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 8-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 | $11,703 | $27,641-57.7% | $61,373-80.9% | $68,494-82.9% |
| Participation rate | 26.8% | 39.5%-12.7pp | 52.6%-25.7pp | 67.9%-41.1pp |
| Annual return | -18.71% | -13.24%-5.5pp | 338.61%-357.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $556 | $695-20.1% | $1,159-52.1% | $2,596-78.6% |
| Participant deferral / active EE | $603 | $1,263-52.3% | $2,125-71.6% | $4,027-85.0% |
| Admin fee / account holder | $2,440 | $2,010+21.4% | $2,130+14.6% | $5,403-54.8% |