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 6-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 | $36,363 | $138,044-73.7% | $125,339-71.0% | $134,475-73.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -13.50% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,883 | $5,243-64.1% | $4,814-60.9% | $4,740-60.3% |
| Participant deferral / active EE | $3,107 | $7,799-60.2% | $7,446-58.3% | $6,400-51.5% |
| Admin fee / account holder | $17,228 | $11,571+48.9% | $10,010+72.1% | $11,426+50.8% |