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 | $12,634 | $27,641-54.3% | $61,373-79.4% | $68,494-81.6% |
| Participation rate | 45.0% | 39.5%+5.5pp | 52.6%-7.6pp | 67.9%-22.9pp |
| Annual return | -20.07% | -13.24%-6.8pp | 338.61%-358.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $628 | $695-9.8% | $1,159-45.9% | $2,596-75.8% |
| Participant deferral / active EE | $1,976 | $1,263+56.5% | $2,125-7.0% | $4,027-50.9% |
| Admin fee / account holder | $1,020 | $2,010-49.3% | $2,130-52.1% | $5,403-81.1% |