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 | $46,212 | $54,350-15.0% | $82,719-44.1% | $68,494-32.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -13.12% | -13.67%+0.6pp | 701.18%-714.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,399 | $2,218-36.9% | $3,009-53.5% | $2,596-46.1% |
| Participant deferral / active EE | $1,672 | $3,246-48.5% | $4,395-62.0% | $4,027-58.5% |
| Admin fee / account holder | $14,642 | $4,395+233.1% | $5,329+174.8% | $5,403+171.0% |