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 | $75,414 | $82,664-8.8% | $125,339-39.8% | $68,494+10.1% |
| Participation rate | 52.0% | 75.0%-23.0pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | -16.08% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $963 | $3,381-71.5% | $4,814-80.0% | $2,596-62.9% |
| Participant deferral / active EE | $5,402 | $6,110-11.6% | $7,446-27.5% | $4,027+34.1% |
| Admin fee / account holder | $16,921 | $6,275+169.6% | $10,010+69.0% | $5,403+213.2% |