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 | $26,876 | $82,664-67.5% | $125,339-78.6% | $68,494-60.8% |
| Participation rate | 68.4% | 75.0%-6.6pp | 82.4%-13.9pp | 67.9%+0.5pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,278 | $3,381-32.6% | $4,814-52.7% | $2,596-12.3% |
| Participant deferral / active EE | $4,443 | $6,110-27.3% | $7,446-40.3% | $4,027+10.3% |
| Admin fee / account holder | $1,484 | $6,275-76.3% | $10,010-85.2% | $5,403-72.5% |