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 | $77,758 | $82,664-5.9% | $125,339-38.0% | $68,494+13.5% |
| Participation rate | 55.2% | 75.0%-19.9pp | 82.4%-27.2pp | 67.9%-12.7pp |
| Annual return | -13.80% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,444 | $6,110+5.5% | $7,446-13.5% | $4,027+60.0% |
| Admin fee / account holder | $7,579 | $6,275+20.8% | $10,010-24.3% | $5,403+40.3% |