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 | $76,375 | $82,664-7.6% | $125,339-39.1% | $68,494+11.5% |
| Participation rate | 63.8% | 75.0%-11.2pp | 82.4%-18.5pp | 67.9%-4.1pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,116 | $3,381-37.4% | $4,814-56.0% | $2,596-18.5% |
| Participant deferral / active EE | $4,522 | $6,110-26.0% | $7,446-39.3% | $4,027+12.3% |
| Admin fee / account holder | $871 | $6,275-86.1% | $10,010-91.3% | $5,403-83.9% |