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 | $56,057 | $69,010-18.8% | $159,960-65.0% | $68,494-18.2% |
| Participation rate | 65.6% | 65.4%+0.1pp | 78.0%-12.4pp | 67.9%-2.3pp |
| Annual return | -15.62% | -9.65%-6.0pp | 408.60%-424.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,354 | $2,213-38.8% | $4,226-68.0% | $2,596-47.9% |
| Participant deferral / active EE | $3,279 | $4,212-22.2% | $6,182-47.0% | $4,027-18.6% |
| Admin fee / account holder | $1,193 | $4,798-75.1% | $8,698-86.3% | $5,403-77.9% |