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 | $113,692 | $82,664+37.5% | $125,339-9.3% | $68,494+66.0% |
| Participation rate | 46.4% | 75.0%-28.6pp | 82.4%-35.9pp | 67.9%-21.5pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,061 | $3,381-9.5% | $4,814-36.4% | $2,596+17.9% |
| Participant deferral / active EE | $5,795 | $6,110-5.2% | $7,446-22.2% | $4,027+43.9% |
| Admin fee / account holder | $606 | $6,275-90.3% | $10,010-93.9% | $5,403-88.8% |