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 | $50,784 | $82,664-38.6% | $125,339-59.5% | $68,494-25.9% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -19.26% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,783 | $3,381-47.3% | $4,814-63.0% | $2,596-31.3% |
| Participant deferral / active EE | $4,310 | $6,110-29.5% | $7,446-42.1% | $4,027+7.0% |
| Admin fee / account holder | $2,582 | $6,275-58.9% | $10,010-74.2% | $5,403-52.2% |