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 | $29,419 | $82,664-64.4% | $125,339-76.5% | $68,494-57.0% |
| Participation rate | 64.5% | 75.0%-10.5pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | 4.96% | -5.97%+10.9pp | 572.05%-567.1pp | -7.84%+12.8pp |
| Employer contribution / active EE | $1,175 | $3,381-65.2% | $4,814-75.6% | $2,596-54.7% |
| Participant deferral / active EE | $3,588 | $6,110-41.3% | $7,446-51.8% | $4,027-10.9% |
| Admin fee / account holder | $1,832 | $6,275-70.8% | $10,010-81.7% | $5,403-66.1% |