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 5-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 | $63,927 | $50,199+27.3% | $70,092-8.8% | $66,914-4.5% |
| Participation rate | 26.8% | 66.3%-39.5pp | 70.5%-43.6pp | 69.8%-43.0pp |
| Annual return | -16.74% | -13.85%-2.9pp | 190.73%-207.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $888 | $1,864-52.4% | $2,559-65.3% | $2,544-65.1% |
| Participant deferral / active EE | $1,653 | $3,112-46.9% | $3,849-57.0% | $4,237-61.0% |
| Admin fee / account holder | $4,246 | $600+607.9% | $6,267-32.3% | $593+615.6% |