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 | $32,676 | $142,344-77.0% | $119,609-72.7% | $134,475-75.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.01% | -12.44%-5.6pp | -14.97%-3.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,056 | $5,222-60.6% | $4,232-51.4% | $4,740-56.6% |
| Participant deferral / active EE | $6,002 | $6,469-7.2% | $5,602+7.1% | $6,400-6.2% |
| Admin fee / account holder | $6,063 | $13,584-55.4% | $10,323-41.3% | $11,426-46.9% |