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 | $28,257 | $48,274-41.5% | $63,517-55.5% | $59,632-52.6% |
| Participation rate | 62.5% | 66.3%-3.8pp | 71.0%-8.5pp | 68.7%-6.2pp |
| Annual return | -1.25% | -240.79%+239.5pp | -70.30%+69.0pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,278 | $1,586-19.4% | $2,322-44.9% | $2,203-42.0% |
| Participant deferral / active EE | $2,818 | $2,343+20.3% | $2,953-4.6% | $3,192-11.7% |
| Admin fee / account holder | $1,461 | $3,600-59.4% | $5,892-75.2% | $4,297-66.0% |