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 | $128,484 | $82,664+55.4% | $125,339+2.5% | $68,494+87.6% |
| Participation rate | 62.1% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -18.79% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,162 | $3,381-65.6% | $4,814-75.9% | $2,596-55.3% |
| Participant deferral / active EE | $6,090 | $6,110-0.3% | $7,446-18.2% | $4,027+51.2% |
| Admin fee / account holder | $4,742 | $6,275-24.4% | $10,010-52.6% | $5,403-12.2% |