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 | $12,351 | $27,641-55.3% | $61,373-79.9% | $68,494-82.0% |
| Participation rate | 12.9% | 39.5%-26.6pp | 52.6%-39.7pp | 67.9%-55.0pp |
| Annual return | -19.36% | -13.24%-6.1pp | 338.61%-358.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $346 | $695-50.3% | $1,159-70.2% | $2,596-86.7% |
| Participant deferral / active EE | $421 | $1,263-66.7% | $2,125-80.2% | $4,027-89.6% |
| Admin fee / account holder | $2,048 | $2,010+1.9% | $2,130-3.8% | $5,403-62.1% |