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 | $66,055 | $82,664-20.1% | $125,339-47.3% | $68,494-3.6% |
| Participation rate | 61.1% | 75.0%-13.9pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,088 | $3,381-67.8% | $4,814-77.4% | $2,596-58.1% |
| Participant deferral / active EE | $4,329 | $6,110-29.1% | $7,446-41.9% | $4,027+7.5% |
| Admin fee / account holder | $2,672 | $6,275-57.4% | $10,010-73.3% | $5,403-50.5% |