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 | $57,373 | $82,664-30.6% | $125,339-54.2% | $68,494-16.2% |
| Participation rate | 52.8% | 75.0%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | -15.47% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,114 | $3,381-37.5% | $4,814-56.1% | $2,596-18.6% |
| Participant deferral / active EE | $3,563 | $6,110-41.7% | $7,446-52.2% | $4,027-11.5% |
| Admin fee / account holder | $2,277 | $6,275-63.7% | $10,010-77.2% | $5,403-57.8% |