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 | $36,466 | $54,350-32.9% | $82,719-55.9% | $68,494-46.8% |
| Participation rate | 60.7% | 63.9%-3.2pp | 72.6%-11.8pp | 67.9%-7.2pp |
| Annual return | -17.47% | -13.67%-3.8pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,025 | $2,218-8.7% | $3,009-32.7% | $2,596-22.0% |
| Participant deferral / active EE | $3,559 | $3,246+9.6% | $4,395-19.0% | $4,027-11.6% |
| Admin fee / account holder | $771 | $4,395-82.4% | $5,329-85.5% | $5,403-85.7% |