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 | $24,873 | $27,641-10.0% | $61,373-59.5% | $68,494-63.7% |
| Participation rate | 53.6% | 39.5%+14.1pp | 52.6%+1.0pp | 67.9%-14.3pp |
| Annual return | -14.37% | -13.24%-1.1pp | 338.61%-353.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $986 | $695+41.8% | $1,159-14.9% | $2,596-62.0% |
| Participant deferral / active EE | $3,020 | $1,263+139.1% | $2,125+42.1% | $4,027-25.0% |
| Admin fee / account holder | $848 | $2,010-57.8% | $2,130-60.2% | $5,403-84.3% |