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 | $57,170 | $82,664-30.8% | $125,339-54.4% | $68,494-16.5% |
| Participation rate | 45.9% | 75.0%-29.1pp | 82.4%-36.4pp | 67.9%-21.9pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,890 | $3,381-44.1% | $4,814-60.7% | $2,596-27.2% |
| Participant deferral / active EE | $4,022 | $6,110-34.2% | $7,446-46.0% | $4,027-0.1% |
| Admin fee / account holder | $2,414 | $6,275-61.5% | $10,010-75.9% | $5,403-55.3% |