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 | $72,997 | $82,664-11.7% | $125,339-41.8% | $68,494+6.6% |
| Participation rate | 51.4% | 75.0%-23.6pp | 82.4%-30.9pp | 67.9%-16.5pp |
| Annual return | -13.41% | -5.97%-7.4pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,466 | $3,381-56.7% | $4,814-69.6% | $2,596-43.6% |
| Participant deferral / active EE | $2,830 | $6,110-53.7% | $7,446-62.0% | $4,027-29.7% |
| Admin fee / account holder | $25,793 | $6,275+311.0% | $10,010+157.7% | $5,403+377.4% |