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 | $71,494 | $69,010+3.6% | $159,960-55.3% | $68,494+4.4% |
| Participation rate | 55.7% | 65.4%-9.7pp | 78.0%-22.3pp | 67.9%-12.2pp |
| Annual return | -16.60% | -9.65%-7.0pp | 408.60%-425.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $628 | $2,213-71.6% | $4,226-85.1% | $2,596-75.8% |
| Participant deferral / active EE | $4,374 | $4,212+3.8% | $6,182-29.3% | $4,027+8.6% |
| Admin fee / account holder | $7,033 | $4,798+46.6% | $8,698-19.1% | $5,403+30.2% |