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 7-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 | $33,103 | $54,350-39.1% | $82,719-60.0% | $68,494-51.7% |
| Participation rate | 53.1% | 63.9%-10.8pp | 72.6%-19.4pp | 67.9%-14.8pp |
| Annual return | -19.47% | -13.67%-5.8pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,421 | $2,218+9.2% | $3,009-19.5% | $2,596-6.7% |
| Participant deferral / active EE | $4,633 | $3,246+42.7% | $4,395+5.4% | $4,027+15.0% |
| Admin fee / account holder | $3,788 | $4,395-13.8% | $5,329-28.9% | $5,403-29.9% |