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 | $44,201 | $105,860-58.2% | $90,749-51.3% | $134,475-67.1% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.7%-11.4pp | 81.2%-16.9pp |
| Annual return | -16.27% | -11.01%-5.3pp | -12.16%-4.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,757 | $3,462-49.3% | $2,921-39.9% | $4,740-62.9% |
| Participant deferral / active EE | $3,016 | $5,216-42.2% | $4,564-33.9% | $6,400-52.9% |
| Admin fee / account holder | $2,758 | $13,938-80.2% | $8,445-67.3% | $11,426-75.9% |