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 10-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 | $76,105 | $59,107+28.8% | $86,436-12.0% | $68,494+11.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -15.32% | -0.23%-15.1pp | 4394.89%-4410.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,884 | $2,519-25.2% | $3,769-50.0% | $2,596-27.4% |
| Participant deferral / active EE | $4,388 | $5,901-25.6% | $6,952-36.9% | $4,027+8.9% |
| Admin fee / account holder | $12,259 | $5,637+117.5% | $6,731+82.1% | $5,403+126.9% |