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 | $26,118 | $27,641-5.5% | $61,373-57.4% | $68,494-61.9% |
| Participation rate | 35.4% | 39.5%-4.1pp | 52.6%-17.2pp | 67.9%-32.5pp |
| Annual return | -19.02% | -13.24%-5.8pp | 338.61%-357.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $589 | $695-15.3% | $1,159-49.2% | $2,596-77.3% |
| Participant deferral / active EE | $1,678 | $1,263+32.9% | $2,125-21.0% | $4,027-58.3% |
| Admin fee / account holder | $1,393 | $2,010-30.7% | $2,130-34.6% | $5,403-74.2% |