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 6-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 | $16,478 | $27,641-40.4% | $61,373-73.2% | $68,494-75.9% |
| Participation rate | 61.5% | 39.5%+22.0pp | 52.6%+9.0pp | 67.9%-6.3pp |
| Annual return | -16.22% | -13.24%-3.0pp | 338.61%-354.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $790 | $695+13.6% | $1,159-31.9% | $2,596-69.6% |
| Participant deferral / active EE | $2,144 | $1,263+69.7% | $2,125+0.9% | $4,027-46.8% |
| Admin fee / account holder | $494 | $2,010-75.4% | $2,130-76.8% | $5,403-90.9% |