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 | $39,630 | $82,664-52.1% | $125,339-68.4% | $68,494-42.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -10.63% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,490 | $3,381-26.4% | $4,814-48.3% | $2,596-4.1% |
| Participant deferral / active EE | $5,095 | $6,110-16.6% | $7,446-31.6% | $4,027+26.5% |
| Admin fee / account holder | $1,008 | $6,275-83.9% | $10,010-89.9% | $5,403-81.3% |