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 | $55,129 | $53,162+3.7% | $91,220-39.6% | $68,494-19.5% |
| Participation rate | 47.4% | 63.2%-15.8pp | 73.2%-25.8pp | 67.9%-20.5pp |
| Annual return | -9.62% | -3.14%-6.5pp | 114.01%-123.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $926 | $1,709-45.8% | $2,850-67.5% | $2,596-64.3% |
| Participant deferral / active EE | $2,605 | $2,974-12.4% | $4,234-38.5% | $4,027-35.3% |
| Admin fee / account holder | $6,236 | $4,493+38.8% | $5,420+15.1% | $5,403+15.4% |