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 | $52,190 | $82,664-36.9% | $125,339-58.4% | $68,494-23.8% |
| Participation rate | 27.3% | 75.0%-47.8pp | 82.4%-55.1pp | 67.9%-40.6pp |
| Annual return | -18.83% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,836 | $3,381-45.7% | $4,814-61.8% | $2,596-29.3% |
| Participant deferral / active EE | $3,235 | $6,110-47.1% | $7,446-56.6% | $4,027-19.7% |
| Admin fee / account holder | $10,139 | $6,275+61.6% | $10,010+1.3% | $5,403+87.7% |