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 | $61,184 | $82,664-26.0% | $125,339-51.2% | $68,494-10.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -13.58% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,425 | $3,381-57.8% | $4,814-70.4% | $2,596-45.1% |
| Participant deferral / active EE | $4,145 | $6,110-32.2% | $7,446-44.3% | $4,027+2.9% |
| Admin fee / account holder | $3,424 | $6,275-45.4% | $10,010-65.8% | $5,403-36.6% |