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 | $109,734 | $95,862+14.5% | $79,550+37.9% | $134,475-18.4% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -12.42% | -2.69%-9.7pp | 0.16%-12.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,208 | $3,128-29.4% | $2,413-8.5% | $4,740-53.4% |
| Participant deferral / active EE | $7,001 | $4,693+49.2% | $3,985+75.7% | $6,400+9.4% |
| Admin fee / account holder | $1,906 | $9,126-79.1% | $6,832-72.1% | $11,426-83.3% |