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 | $27,541 | $82,664-66.7% | $125,339-78.0% | $68,494-59.8% |
| Participation rate | 68.4% | 75.0%-6.7pp | 82.4%-14.0pp | 67.9%+0.5pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,785 | $3,381-17.6% | $4,814-42.1% | $2,596+7.3% |
| Participant deferral / active EE | $5,588 | $6,110-8.5% | $7,446-25.0% | $4,027+38.8% |
| Admin fee / account holder | $1,059 | $6,275-83.1% | $10,010-89.4% | $5,403-80.4% |