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 | $14,832 | $138,044-89.3% | $125,339-88.2% | $134,475-89.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.46% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $5,674 | $5,243+8.2% | $4,814+17.9% | $4,740+19.7% |
| Participant deferral / active EE | $7,278 | $7,799-6.7% | $7,446-2.3% | $6,400+13.7% |
| Admin fee / account holder | $2,604 | $11,571-77.5% | $10,010-74.0% | $11,426-77.2% |