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 | $72,716 | $82,664-12.0% | $125,339-42.0% | $68,494+6.2% |
| Participation rate | 64.7% | 75.0%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -15.99% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,244 | $3,381-33.6% | $4,814-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $4,821 | $6,110-21.1% | $7,446-35.3% | $4,027+19.7% |
| Admin fee / account holder | $9,192 | $6,275+46.5% | $10,010-8.2% | $5,403+70.1% |