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 | $109,198 | $82,664+32.1% | $125,339-12.9% | $68,494+59.4% |
| Participation rate | 67.9% | 75.0%-7.1pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,119 | $3,381-37.3% | $4,814-56.0% | $2,596-18.4% |
| Participant deferral / active EE | $7,717 | $6,110+26.3% | $7,446+3.6% | $4,027+91.6% |
| Admin fee / account holder | $8,602 | $6,275+37.1% | $10,010-14.1% | $5,403+59.2% |