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 | $53,278 | $82,664-35.5% | $125,339-57.5% | $68,494-22.2% |
| Participation rate | 67.5% | 75.0%-7.5pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -12.18% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,515 | $3,381-55.2% | $4,814-68.5% | $2,596-41.6% |
| Participant deferral / active EE | $3,588 | $6,110-41.3% | $7,446-51.8% | $4,027-10.9% |
| Admin fee / account holder | $39,741 | $6,275+533.3% | $10,010+297.0% | $5,403+635.6% |