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 | $44,714 | $82,664-45.9% | $125,339-64.3% | $68,494-34.7% |
| Participation rate | 56.5% | 75.0%-18.5pp | 82.4%-25.8pp | 67.9%-11.4pp |
| Annual return | -18.03% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,420 | $3,381-28.4% | $4,814-49.7% | $2,596-6.8% |
| Participant deferral / active EE | $6,954 | $6,110+13.8% | $7,446-6.6% | $4,027+72.7% |
| Admin fee / account holder | $3,269 | $6,275-47.9% | $10,010-67.3% | $5,403-39.5% |