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 | $40,038 | $82,664-51.6% | $125,339-68.1% | $68,494-41.5% |
| Participation rate | 65.3% | 75.0%-9.7pp | 82.4%-17.1pp | 67.9%-2.6pp |
| Annual return | -19.34% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,394 | $3,381-29.2% | $4,814-50.3% | $2,596-7.8% |
| Participant deferral / active EE | $6,266 | $6,110+2.5% | $7,446-15.9% | $4,027+55.6% |
| Admin fee / account holder | $5,206 | $6,275-17.0% | $10,010-48.0% | $5,403-3.6% |