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 | $69,601 | $82,664-15.8% | $125,339-44.5% | $68,494+1.6% |
| Participation rate | 41.7% | 75.0%-33.4pp | 82.4%-40.7pp | 67.9%-26.2pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,310 | $3,381-61.2% | $4,814-72.8% | $2,596-49.5% |
| Participant deferral / active EE | $2,768 | $6,110-54.7% | $7,446-62.8% | $4,027-31.3% |
| Admin fee / account holder | $20,309 | $6,275+223.6% | $10,010+102.9% | $5,403+275.9% |