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 5-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 | $24,735 | $27,641-10.5% | $61,373-59.7% | $68,494-63.9% |
| Participation rate | 14.8% | 39.5%-24.7pp | 52.6%-37.8pp | 67.9%-53.1pp |
| Annual return | -19.03% | -13.24%-5.8pp | 338.61%-357.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $375 | $695-46.0% | $1,159-67.6% | $2,596-85.5% |
| Participant deferral / active EE | $1,722 | $1,263+36.3% | $2,125-19.0% | $4,027-57.2% |
| Admin fee / account holder | $2,525 | $2,010+25.6% | $2,130+18.6% | $5,403-53.3% |