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 | $22,218 | $27,641-19.6% | $61,373-63.8% | $68,494-67.6% |
| Participation rate | 22.5% | 39.5%-17.0pp | 52.6%-30.1pp | 67.9%-45.4pp |
| Annual return | -10.96% | -13.24%+2.3pp | 338.61%-349.6pp | -7.84%-3.1pp |
| Employer contribution / active EE | $397 | $695-42.9% | $1,159-65.7% | $2,596-84.7% |
| Participant deferral / active EE | $812 | $1,263-35.7% | $2,125-61.8% | $4,027-79.8% |
| Admin fee / account holder | $315 | $2,010-84.3% | $2,130-85.2% | $5,403-94.2% |