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 | $23,771 | $51,197-53.6% | $82,719-71.3% | $66,914-64.5% |
| Participation rate | 48.5% | 67.8%-19.4pp | 72.6%-24.1pp | 69.8%-21.3pp |
| Annual return | -13.18% | -9.64%-3.5pp | 701.18%-714.4pp | 1.58%-14.8pp |
| Employer contribution / active EE | $3,383 | $2,611+29.6% | $3,009+12.4% | $2,544+33.0% |
| Participant deferral / active EE | $4,343 | $3,458+25.6% | $4,395-1.2% | $4,237+2.5% |
| Admin fee / account holder | $1,518 | $416+265.4% | $5,329-71.5% | $593+155.9% |