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 7-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 | $77,484 | $82,664-6.3% | $125,339-38.2% | $68,494+13.1% |
| Participation rate | 63.4% | 75.0%-11.6pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,500 | $3,381-26.1% | $4,814-48.1% | $2,596-3.7% |
| Participant deferral / active EE | $4,162 | $6,110-31.9% | $7,446-44.1% | $4,027+3.4% |
| Admin fee / account holder | $23,845 | $6,275+280.0% | $10,010+138.2% | $5,403+341.4% |