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 | $51,155 | $82,664-38.1% | $125,339-59.2% | $68,494-25.3% |
| Participation rate | 62.2% | 75.0%-12.8pp | 82.4%-20.1pp | 67.9%-5.7pp |
| Annual return | -15.63% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,568 | $3,381-53.6% | $4,814-67.4% | $2,596-39.6% |
| Participant deferral / active EE | $3,010 | $6,110-50.7% | $7,446-59.6% | $4,027-25.3% |
| Admin fee / account holder | $4,014 | $6,275-36.0% | $10,010-59.9% | $5,403-25.7% |