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 7-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 | $77,427 | $82,664-6.3% | $125,339-38.2% | $68,494+13.0% |
| Participation rate | 60.5% | 75.0%-14.6pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $895 | $3,381-73.5% | $4,814-81.4% | $2,596-65.5% |
| Participant deferral / active EE | $5,065 | $6,110-17.1% | $7,446-32.0% | $4,027+25.8% |
| Admin fee / account holder | $8,483 | $6,275+35.2% | $10,010-15.2% | $5,403+57.0% |