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 | $43,297 | $54,350-20.3% | $82,719-47.7% | $68,494-36.8% |
| Participation rate | 57.5% | 63.9%-6.4pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -18.69% | -13.67%-5.0pp | 701.18%-719.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,609 | $2,218-27.4% | $3,009-46.5% | $2,596-38.0% |
| Participant deferral / active EE | $5,839 | $3,246+79.9% | $4,395+32.9% | $4,027+45.0% |
| Admin fee / account holder | $12,381 | $4,395+181.7% | $5,329+132.3% | $5,403+129.2% |