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 8-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 | $41,738 | $27,641+51.0% | $61,373-32.0% | $68,494-39.1% |
| Participation rate | 48.4% | 39.5%+8.9pp | 52.6%-4.2pp | 67.9%-19.5pp |
| Annual return | -17.10% | -13.24%-3.9pp | 338.61%-355.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $539 | $695-22.5% | $1,159-53.5% | $2,596-79.2% |
| Participant deferral / active EE | $2,084 | $1,263+65.0% | $2,125-1.9% | $4,027-48.3% |
| Admin fee / account holder | $1,628 | $2,010-19.0% | $2,130-23.6% | $5,403-69.9% |