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 | $43,573 | $27,641+57.6% | $61,373-29.0% | $68,494-36.4% |
| Participation rate | 45.8% | 39.5%+6.3pp | 52.6%-6.7pp | 67.9%-22.1pp |
| Annual return | -10.89% | -13.24%+2.3pp | 338.61%-349.5pp | -7.84%-3.0pp |
| Employer contribution / active EE | $208 | $695-70.0% | $1,159-82.0% | $2,596-92.0% |
| Participant deferral / active EE | $600 | $1,263-52.5% | $2,125-71.7% | $4,027-85.1% |
| Admin fee / account holder | $476 | $2,010-76.3% | $2,130-77.6% | $5,403-91.2% |