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 | $10,036 | $27,641-63.7% | $61,373-83.6% | $68,494-85.3% |
| Participation rate | 38.5% | 39.5%-1.0pp | 52.6%-14.1pp | 67.9%-29.4pp |
| Annual return | -20.48% | -13.24%-7.2pp | 338.61%-359.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $552 | $695-20.6% | $1,159-52.4% | $2,596-78.7% |
| Participant deferral / active EE | $993 | $1,263-21.4% | $2,125-53.3% | $4,027-75.3% |
| Admin fee / account holder | $723 | $2,010-64.1% | $2,130-66.1% | $5,403-86.6% |