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 | $60,930 | $82,664-26.3% | $125,339-51.4% | $68,494-11.0% |
| Participation rate | 49.2% | 75.0%-25.8pp | 82.4%-33.1pp | 67.9%-18.7pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,222 | $3,381-63.9% | $4,814-74.6% | $2,596-52.9% |
| Participant deferral / active EE | $2,596 | $6,110-57.5% | $7,446-65.1% | $4,027-35.5% |
| Admin fee / account holder | $521 | $6,275-91.7% | $10,010-94.8% | $5,403-90.3% |