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 | $23,035 | $26,549-13.2% | $61,373-62.5% | $66,914-65.6% |
| Participation rate | 22.0% | 38.1%-16.1pp | 52.6%-30.5pp | 69.8%-47.8pp |
| Annual return | -18.25% | -16.21%-2.0pp | 338.61%-356.9pp | 1.58%-19.8pp |
| Employer contribution / active EE | $625 | $651-4.0% | $1,159-46.1% | $2,544-75.4% |
| Participant deferral / active EE | $1,126 | $1,338-15.8% | $2,125-47.0% | $4,237-73.4% |
| Admin fee / account holder | $1,160 | $409+183.8% | $2,130-45.5% | $593+95.5% |