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 | $109,171 | $27,641+295.0% | $61,373+77.9% | $68,494+59.4% |
| Participation rate | 13.1% | 39.5%-26.4pp | 52.6%-39.5pp | 67.9%-54.8pp |
| Annual return | -11.38% | -13.24%+1.9pp | 338.61%-350.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,097 | $695+57.7% | $1,159-5.4% | $2,596-57.7% |
| Participant deferral / active EE | $932 | $1,263-26.2% | $2,125-56.1% | $4,027-76.8% |
| Admin fee / account holder | $4,194 | $2,010+108.7% | $2,130+96.9% | $5,403-22.4% |