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 | $30,158 | $82,664-63.5% | $125,339-75.9% | $68,494-56.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 82.4%-49.0pp | 67.9%-34.6pp |
| Annual return | -15.75% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,532 | $3,381-54.7% | $4,814-68.2% | $2,596-41.0% |
| Participant deferral / active EE | $3,159 | $6,110-48.3% | $7,446-57.6% | $4,027-21.5% |
| Admin fee / account holder | $6,752 | $6,275+7.6% | $10,010-32.5% | $5,403+25.0% |