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 | $104,254 | $82,664+26.1% | $125,339-16.8% | $68,494+52.2% |
| Participation rate | 52.0% | 75.0%-23.0pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | -10.94% | -5.97%-5.0pp | 572.05%-583.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,143 | $3,381-36.6% | $4,814-55.5% | $2,596-17.5% |
| Participant deferral / active EE | $4,084 | $6,110-33.2% | $7,446-45.2% | $4,027+1.4% |
| Admin fee / account holder | $1,357 | $6,275-78.4% | $10,010-86.4% | $5,403-74.9% |