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 | $38,111 | $27,641+37.9% | $61,373-37.9% | $68,494-44.4% |
| Participation rate | 22.2% | 39.5%-17.3pp | 52.6%-30.3pp | 67.9%-45.7pp |
| Annual return | -20.95% | -13.24%-7.7pp | 338.61%-359.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $498 | $695-28.4% | $1,159-57.1% | $2,596-80.8% |
| Participant deferral / active EE | $2,231 | $1,263+76.6% | $2,125+5.0% | $4,027-44.6% |
| Admin fee / account holder | $2,174 | $2,010+8.1% | $2,130+2.1% | $5,403-59.8% |