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 | $24,742 | $27,641-10.5% | $61,373-59.7% | $68,494-63.9% |
| Participation rate | 29.5% | 39.5%-9.9pp | 52.6%-23.0pp | 67.9%-38.3pp |
| Annual return | -18.29% | -13.24%-5.1pp | 338.61%-356.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $426 | $695-38.8% | $1,159-63.3% | $2,596-83.6% |
| Participant deferral / active EE | $1,270 | $1,263+0.6% | $2,125-40.2% | $4,027-68.5% |
| Admin fee / account holder | $758 | $2,010-62.3% | $2,130-64.4% | $5,403-86.0% |