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 | $72,112 | $82,664-12.8% | $125,339-42.5% | $68,494+5.3% |
| Participation rate | 62.1% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -14.65% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,958 | $3,381-42.1% | $4,814-59.3% | $2,596-24.6% |
| Participant deferral / active EE | $3,368 | $6,110-44.9% | $7,446-54.8% | $4,027-16.4% |
| Admin fee / account holder | $1,240 | $6,275-80.2% | $10,010-87.6% | $5,403-77.0% |