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 | $28,427 | $27,641+2.8% | $61,373-53.7% | $68,494-58.5% |
| Participation rate | 61.5% | 39.5%+22.0pp | 52.6%+9.0pp | 67.9%-6.3pp |
| Annual return | -18.08% | -13.24%-4.8pp | 338.61%-356.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $165 | $695-76.3% | $1,159-85.8% | $2,596-93.7% |
| Participant deferral / active EE | $1,275 | $1,263+1.0% | $2,125-40.0% | $4,027-68.3% |
| Admin fee / account holder | $552 | $2,010-72.5% | $2,130-74.1% | $5,403-89.8% |