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 6-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 | $18,592 | $54,350-65.8% | $82,719-77.5% | $68,494-72.9% |
| Participation rate | 37.5% | 63.9%-26.4pp | 72.6%-35.1pp | 67.9%-30.4pp |
| Annual return | -18.76% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,581 | $2,218-28.7% | $3,009-47.5% | $2,596-39.1% |
| Participant deferral / active EE | $2,490 | $3,246-23.3% | $4,395-43.3% | $4,027-38.2% |
| Admin fee / account holder | $13,701 | $4,395+211.7% | $5,329+157.1% | $5,403+153.6% |