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 | $59,459 | $27,641+115.1% | $61,373-3.1% | $68,494-13.2% |
| Participation rate | 27.7% | 39.5%-11.8pp | 52.6%-24.9pp | 67.9%-40.2pp |
| Annual return | -16.11% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,281 | $695+84.1% | $1,159+10.5% | $2,596-50.7% |
| Participant deferral / active EE | $3,186 | $1,263+152.2% | $2,125+49.9% | $4,027-20.9% |
| Admin fee / account holder | $7,392 | $2,010+267.8% | $2,130+247.1% | $5,403+36.8% |