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 6-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 | $17,271 | $95,862-82.0% | $79,550-78.3% | $134,475-87.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -14.63% | -2.69%-11.9pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,637 | $3,128-47.7% | $2,413-32.2% | $4,740-65.5% |
| Participant deferral / active EE | $3,162 | $4,693-32.6% | $3,985-20.7% | $6,400-50.6% |
| Admin fee / account holder | $16,904 | $9,126+85.2% | $6,832+147.4% | $11,426+47.9% |