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 8-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 | $68,310 | $82,664-17.4% | $125,339-45.5% | $68,494-0.3% |
| Participation rate | 56.8% | 75.0%-18.3pp | 82.4%-25.6pp | 67.9%-11.1pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,264 | $3,381-3.5% | $4,814-32.2% | $2,596+25.7% |
| Participant deferral / active EE | $8,480 | $6,110+38.8% | $7,446+13.9% | $4,027+110.6% |
| Admin fee / account holder | $16,049 | $6,275+155.7% | $10,010+60.3% | $5,403+197.1% |