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 | $15,459 | $27,641-44.1% | $61,373-74.8% | $68,494-77.4% |
| Participation rate | 45.6% | 39.5%+6.1pp | 52.6%-7.0pp | 67.9%-22.3pp |
| Annual return | -18.39% | -13.24%-5.2pp | 338.61%-357.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,098 | $695+57.9% | $1,159-5.3% | $2,596-57.7% |
| Participant deferral / active EE | $1,967 | $1,263+55.7% | $2,125-7.4% | $4,027-51.2% |
| Admin fee / account holder | $2,947 | $2,010+46.6% | $2,130+38.4% | $5,403-45.5% |