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 7-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 | $17,320 | $69,010-74.9% | $159,960-89.2% | $68,494-74.7% |
| Participation rate | 48.1% | 65.4%-17.3pp | 78.0%-29.9pp | 67.9%-19.8pp |
| Annual return | -2.89% | -9.65%+6.8pp | 408.60%-411.5pp | -7.84%+5.0pp |
| Employer contribution / active EE | $838 | $2,213-62.1% | $4,226-80.2% | $2,596-67.7% |
| Participant deferral / active EE | $1,387 | $4,212-67.1% | $6,182-77.6% | $4,027-65.6% |
| Admin fee / account holder | $667 | $4,798-86.1% | $8,698-92.3% | $5,403-87.7% |