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 | $57,303 | $54,350+5.4% | $82,719-30.7% | $68,494-16.3% |
| Participation rate | 38.7% | 63.9%-25.2pp | 72.6%-33.8pp | 67.9%-29.2pp |
| Annual return | -17.49% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $695 | $2,218-68.7% | $3,009-76.9% | $2,596-73.2% |
| Participant deferral / active EE | $1,755 | $3,246-45.9% | $4,395-60.1% | $4,027-56.4% |
| Admin fee / account holder | $1,183 | $4,395-73.1% | $5,329-77.8% | $5,403-78.1% |