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 | $36,496 | $95,862-61.9% | $79,550-54.1% | $134,475-72.9% |
| Participation rate | 45.0% | 75.0%-30.0pp | 69.5%-24.5pp | 81.2%-36.2pp |
| Annual return | -16.27% | -2.69%-13.6pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,960 | $3,128-37.3% | $2,413-18.8% | $4,740-58.6% |
| Participant deferral / active EE | $6,537 | $4,693+39.3% | $3,985+64.0% | $6,400+2.1% |
| Admin fee / account holder | $6,161 | $9,126-32.5% | $6,832-9.8% | $11,426-46.1% |