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 | $61,325 | $158,817-61.4% | $121,196-49.4% | $135,375-54.7% |
| Participation rate | 31.6% | 79.3%-47.7pp | 71.7%-40.2pp | 82.6%-51.1pp |
| Annual return | -8.14% | -0.64%-7.5pp | 16.93%-25.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $333 | $5,665-94.1% | $4,022-91.7% | $4,779-93.0% |
| Participant deferral / active EE | $885 | $4,005-77.9% | $3,344-73.5% | $5,609-84.2% |
| Admin fee / account holder | $315 | $6,512-95.2% | $5,019-93.7% | $10,827-97.1% |