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 | $61,484 | $82,664-25.6% | $125,339-50.9% | $68,494-10.2% |
| Participation rate | 69.0% | 75.0%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -13.09% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $7,377 | $3,381+118.2% | $4,814+53.3% | $2,596+184.1% |
| Participant deferral / active EE | $5,396 | $6,110-11.7% | $7,446-27.5% | $4,027+34.0% |
| Admin fee / account holder | $3,509 | $6,275-44.1% | $10,010-64.9% | $5,403-35.1% |