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 | $67,007 | $82,664-18.9% | $125,339-46.5% | $68,494-2.2% |
| Participation rate | 51.4% | 75.0%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,627 | $3,381-22.3% | $4,814-45.4% | $2,596+1.2% |
| Participant deferral / active EE | $4,009 | $6,110-34.4% | $7,446-46.2% | $4,027-0.4% |
| Admin fee / account holder | $856 | $6,275-86.4% | $10,010-91.5% | $5,403-84.2% |