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 | $64,489 | $32,117+100.8% | $71,086-9.3% | $64,186+0.5% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -7.55% | -5.57%-2.0pp | 650.59%-658.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,630 | $712+128.9% | $1,088+49.8% | $2,381-31.5% |
| Participant deferral / active EE | $5,026 | $1,263+298.0% | $1,874+168.2% | $3,470+44.9% |
| Admin fee / account holder | $4,600 | $2,759+66.7% | $3,082+49.2% | $4,888-5.9% |