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 | $34,665 | $82,664-58.1% | $125,339-72.3% | $68,494-49.4% |
| Participation rate | 43.3% | 75.0%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -12.07% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $3,171 | $3,381-6.2% | $4,814-34.1% | $2,596+22.2% |
| Participant deferral / active EE | $6,330 | $6,110+3.6% | $7,446-15.0% | $4,027+57.2% |
| Admin fee / account holder | $4,850 | $6,275-22.7% | $10,010-51.6% | $5,403-10.2% |