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 | $96,998 | $82,664+17.3% | $125,339-22.6% | $68,494+41.6% |
| Participation rate | 48.3% | 75.0%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | -16.76% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,754 | $3,381-48.1% | $4,814-63.6% | $2,596-32.4% |
| Participant deferral / active EE | $3,117 | $6,110-49.0% | $7,446-58.1% | $4,027-22.6% |
| Admin fee / account holder | $2,713 | $6,275-56.8% | $10,010-72.9% | $5,403-49.8% |