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 9-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 | $53,077 | $84,487-37.2% | $125,339-57.7% | $66,914-20.7% |
| Participation rate | 69.2% | 76.4%-7.2pp | 82.4%-13.1pp | 69.8%-0.6pp |
| Annual return | -17.99% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,362 | $3,553-33.5% | $4,814-50.9% | $2,544-7.2% |
| Participant deferral / active EE | $4,765 | $6,781-29.7% | $7,446-36.0% | $4,237+12.5% |
| Admin fee / account holder | $1,562 | $685+128.1% | $10,010-84.4% | $593+163.3% |