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 | $42,505 | $82,664-48.6% | $125,339-66.1% | $68,494-37.9% |
| Participation rate | 63.3% | 75.0%-11.8pp | 82.4%-19.1pp | 67.9%-4.6pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,734 | $3,381+10.5% | $4,814-22.4% | $2,596+43.8% |
| Participant deferral / active EE | $7,725 | $6,110+26.4% | $7,446+3.7% | $4,027+91.8% |
| Admin fee / account holder | $2,355 | $6,275-62.5% | $10,010-76.5% | $5,403-56.4% |