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 | $45,051 | $142,344-68.4% | $119,609-62.3% | $134,475-66.5% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.3%-15.0pp | 81.2%-16.9pp |
| Annual return | -18.90% | -12.44%-6.5pp | -14.97%-3.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,628 | $5,222-30.5% | $4,232-14.3% | $4,740-23.5% |
| Participant deferral / active EE | $5,642 | $6,469-12.8% | $5,602+0.7% | $6,400-11.8% |
| Admin fee / account holder | $420 | $13,584-96.9% | $10,323-95.9% | $11,426-96.3% |