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 | $31,588 | $27,641+14.3% | $61,373-48.5% | $68,494-53.9% |
| Participation rate | 8.6% | 39.5%-30.9pp | 52.6%-44.0pp | 67.9%-59.3pp |
| Annual return | -15.29% | -13.24%-2.1pp | 338.61%-353.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $483 | $695-30.6% | $1,159-58.4% | $2,596-81.4% |
| Participant deferral / active EE | $521 | $1,263-58.8% | $2,125-75.5% | $4,027-87.1% |
| Admin fee / account holder | $3,288 | $2,010+63.6% | $2,130+54.4% | $5,403-39.1% |