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 | $75,779 | $59,107+28.2% | $86,436-12.3% | $68,494+10.6% |
| Participation rate | 64.3% | 75.2%-11.0pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -17.82% | -0.23%-17.6pp | 4394.89%-4412.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,061 | $2,519+61.2% | $3,769+7.8% | $2,596+56.4% |
| Participant deferral / active EE | $5,142 | $5,901-12.9% | $6,952-26.0% | $4,027+27.7% |
| Admin fee / account holder | $16,591 | $5,637+194.3% | $6,731+146.5% | $5,403+207.1% |