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 | $25,009 | $82,664-69.7% | $125,339-80.0% | $68,494-63.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 82.4%-27.8pp | 67.9%-13.3pp |
| Annual return | -18.35% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,616 | $6,110+8.3% | $7,446-11.2% | $4,027+64.3% |
| Admin fee / account holder | $3,644 | $6,275-41.9% | $10,010-63.6% | $5,403-32.5% |