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 | $34,878 | $57,354-39.2% | $83,848-58.4% | $64,186-45.7% |
| Participation rate | 40.4% | 68.6%-28.3pp | 76.1%-35.8pp | 69.6%-29.2pp |
| Annual return | -8.01% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,826 | $2,545-28.3% | $3,631-49.7% | $2,381-23.3% |
| Participant deferral / active EE | $4,425 | $2,993+47.8% | $4,082+8.4% | $3,470+27.5% |
| Admin fee / account holder | $1,709 | $4,046-57.8% | $5,478-68.8% | $4,888-65.0% |