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 | $54,581 | $91,538-40.4% | $129,995-58.0% | $75,163-27.4% |
| Participation rate | 67.9% | 71.4%-3.6pp | 78.5%-10.6pp | 67.2%+0.7pp |
| Annual return | 14.53% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,984 | $2,845+4.9% | $4,320-30.9% | $2,670+11.8% |
| Participant deferral / active EE | $5,071 | $4,341+16.8% | $5,820-12.9% | $4,125+22.9% |
| Admin fee / account holder | $2,832 | $6,790-58.3% | $10,614-73.3% | $5,651-49.9% |