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 | $56,693 | $82,664-31.4% | $125,339-54.8% | $68,494-17.2% |
| Participation rate | 58.8% | 75.0%-16.2pp | 82.4%-23.5pp | 67.9%-9.1pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,746 | $3,381-48.4% | $4,814-63.7% | $2,596-32.8% |
| Participant deferral / active EE | $3,994 | $6,110-34.6% | $7,446-46.4% | $4,027-0.8% |
| Admin fee / account holder | $4,682 | $6,275-25.4% | $10,010-53.2% | $5,403-13.3% |