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 | $39,144 | $82,664-52.6% | $125,339-68.8% | $68,494-42.9% |
| Participation rate | 68.3% | 75.0%-6.7pp | 82.4%-14.1pp | 67.9%+0.4pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,319 | $3,381-1.8% | $4,814-31.0% | $2,596+27.8% |
| Participant deferral / active EE | $6,611 | $6,110+8.2% | $7,446-11.2% | $4,027+64.2% |
| Admin fee / account holder | $3,016 | $6,275-51.9% | $10,010-69.9% | $5,403-44.2% |