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 | $42,266 | $69,010-38.8% | $159,960-73.6% | $68,494-38.3% |
| Participation rate | 40.5% | 65.4%-24.9pp | 78.0%-37.4pp | 67.9%-27.3pp |
| Annual return | -19.23% | -9.65%-9.6pp | 408.60%-427.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,104 | $2,213-50.1% | $4,226-73.9% | $2,596-57.5% |
| Participant deferral / active EE | $2,559 | $4,212-39.2% | $6,182-58.6% | $4,027-36.5% |
| Admin fee / account holder | $1,454 | $4,798-69.7% | $8,698-83.3% | $5,403-73.1% |