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 | $51,456 | $58,083-11.4% | $80,019-35.7% | $56,287-8.6% |
| Participation rate | 56.6% | 73.6%-17.0pp | 75.8%-19.3pp | 69.9%-13.3pp |
| Annual return | 0.00% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,821 | $1,932-5.8% | $2,468-26.2% | $2,111-13.8% |
| Participant deferral / active EE | $2,656 | $3,135-15.3% | $3,686-27.9% | $3,350-20.7% |
| Admin fee / account holder | $3,866 | $623+520.9% | $6,521-40.7% | $521+642.1% |