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 | $43,298 | $82,664-47.6% | $125,339-65.5% | $68,494-36.8% |
| Participation rate | 46.0% | 75.0%-29.0pp | 82.4%-36.4pp | 67.9%-21.9pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,418 | $3,381-58.1% | $4,814-70.5% | $2,596-45.4% |
| Participant deferral / active EE | $5,435 | $6,110-11.1% | $7,446-27.0% | $4,027+35.0% |
| Admin fee / account holder | $19,844 | $6,275+216.2% | $10,010+98.2% | $5,403+267.3% |