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 | $40,386 | $27,641+46.1% | $61,373-34.2% | $68,494-41.0% |
| Participation rate | 35.6% | 39.5%-3.9pp | 52.6%-17.0pp | 67.9%-32.3pp |
| Annual return | -16.65% | -13.24%-3.4pp | 338.61%-355.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $724 | $695+4.1% | $1,159-37.6% | $2,596-72.1% |
| Participant deferral / active EE | $2,480 | $1,263+96.3% | $2,125+16.7% | $4,027-38.4% |
| Admin fee / account holder | $21,757 | $2,010+982.4% | $2,130+921.6% | $5,403+302.7% |