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 | $80,347 | $82,664-2.8% | $125,339-35.9% | $68,494+17.3% |
| Participation rate | 36.6% | 75.0%-38.5pp | 82.4%-45.8pp | 67.9%-31.3pp |
| Annual return | -15.33% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $790 | $3,381-76.6% | $4,814-83.6% | $2,596-69.6% |
| Participant deferral / active EE | $3,935 | $6,110-35.6% | $7,446-47.2% | $4,027-2.3% |
| Admin fee / account holder | $58,509 | $6,275+832.3% | $10,010+484.5% | $5,403+983.0% |