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 7-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 | $21,556 | $54,350-60.3% | $82,719-73.9% | $68,494-68.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -10.02% | -13.67%+3.7pp | 701.18%-711.2pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,541 | $2,218-30.5% | $3,009-48.8% | $2,596-40.7% |
| Participant deferral / active EE | $1,901 | $3,246-41.4% | $4,395-56.7% | $4,027-52.8% |
| Admin fee / account holder | $13,224 | $4,395+200.9% | $5,329+148.2% | $5,403+144.8% |