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 | $24,450 | $27,641-11.5% | $61,373-60.2% | $68,494-64.3% |
| Participation rate | 52.9% | 39.5%+13.4pp | 52.6%+0.4pp | 67.9%-14.9pp |
| Annual return | -18.24% | -13.24%-5.0pp | 338.61%-356.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $841 | $695+20.9% | $1,159-27.5% | $2,596-67.6% |
| Participant deferral / active EE | $1,868 | $1,263+47.9% | $2,125-12.1% | $4,027-53.6% |
| Admin fee / account holder | $1,221 | $2,010-39.2% | $2,130-42.7% | $5,403-77.4% |