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 5-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 | $9,653 | $27,641-65.1% | $61,373-84.3% | $68,494-85.9% |
| Participation rate | 55.6% | 39.5%+16.1pp | 52.6%+3.0pp | 67.9%-12.3pp |
| Annual return | -19.03% | -13.24%-5.8pp | 338.61%-357.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,356 | $695+238.8% | $1,159+103.2% | $2,596-9.3% |
| Participant deferral / active EE | $1,489 | $1,263+17.9% | $2,125-29.9% | $4,027-63.0% |
| Admin fee / account holder | $325 | $2,010-83.8% | $2,130-84.8% | $5,403-94.0% |