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 | $85,872 | $84,487+1.6% | $125,339-31.5% | $66,914+28.3% |
| Participation rate | 43.6% | 76.4%-32.8pp | 82.4%-38.8pp | 69.8%-26.2pp |
| Annual return | -15.96% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,207 | $6,781-38.0% | $7,446-43.5% | $4,237-0.7% |
| Admin fee / account holder | $5,976 | $685+772.3% | $10,010-40.3% | $593+907.3% |